Poehling Capital Management’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 | $3.76M | Hold |
153,707
| – | – | 0.88% | 37 |
|
|
2025
Q1 | $3.39M | Hold |
153,707
| – | – | 0.86% | 37 |
|
|
2024
Q4 | $3.56M | Sell |
153,707
-1
| -0% | -$23 | 0.88% | 32 |
|
|
2024
Q3 | $3.48M | Hold |
153,708
| – | – | 0.89% | 34 |
|
|
2024
Q2 | $3.29M | Hold |
153,708
| – | – | 0.9% | 33 |
|
|
2024
Q1 | $3.18M | Hold |
153,708
| – | – | 0.85% | 36 |
|
|
2023
Q4 | $2.89M | Buy |
+153,708
| New | +$2.89M | 0.92% | 34 |
|