Plotkin Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
|
|||||
|
2025
Q1 | $1.73M | Buy |
|
|||||
|
2024
Q4 | $1.61M | Buy |
|
|||||
|
2024
Q3 | $1.52M | Buy |
|
|||||
|
2024
Q2 | $1.35M | Buy |
|
|||||
|
2024
Q1 | $1.1M | Buy |
|
|||||
|
2023
Q4 | $985K | Buy |
|
|||||
|
2023
Q3 | $586K | Buy |
|
|||||
|
2023
Q2 | $413K | Sell |
|
|||||
|
2023
Q1 | $407K | Sell |
|
|||||
|
2022
Q4 | $494K | Hold |
|
|||||
|
2022
Q3 | $464K | Buy |
|
|||||
|
2022
Q2 | $334K | Buy |
|
|||||
|
2022
Q1 | $279K | Hold |
|
|||||
|
2021
Q4 | $295K | Hold |
|
|||||
|
2021
Q3 | $270K | Hold |
|
|||||
|
2021
Q2 | $270K | Hold |
|
|||||
|
2021
Q1 | $249K | Hold |
|
|||||
|
2020
Q4 | $236K | Hold |
|
|||||
|
2020
Q3 | $209K | Buy |
|