Plum Street Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
13,958
-216
| -2% | -$5.28K | 0.15% | 73 |
|
|
2025
Q1 | $313K | Hold |
14,174
| – | – | 0.15% | 75 |
|
|
2024
Q4 | $329K | Sell |
14,174
-1
| -0% | -$23 | 0.16% | 71 |
|
|
2024
Q3 | $321K | Hold |
14,175
| – | – | 0.16% | 70 |
|
|
2024
Q2 | $304K | Hold |
14,175
| – | – | 0.18% | 60 |
|
|
2024
Q1 | $321K | Sell |
14,175
-1,014
| -7% | -$22.9K | 0.16% | 70 |
|
|
2023
Q4 | $286K | Buy |
+15,189
| New | +$286K | 0.19% | 56 |
|