Presidio 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 | $214K | Buy |
+8,772
| New | +$214K | 0.08% | 59 |
|
|
2025
Q1 | – | Sell |
-8,772
| Closed | -$203K | – | 78 |
|
|
2024
Q4 | $203K | Sell |
8,772
-420
| -5% | -$9.74K | 0.11% | 60 |
|
|
2024
Q3 | $208K | Sell |
9,192
-3,024
| -25% | -$68.4K | 0.13% | 64 |
|
|
2024
Q2 | $262K | Hold |
12,216
| – | – | 0.18% | 47 |
|
|
2024
Q1 | $253K | Buy |
12,216
+420
| +4% | +$8.69K | 0.18% | 39 |
|
|
2023
Q4 | $222K | Buy |
+11,796
| New | +$222K | 0.17% | 36 |
|
|
2023
Q3 | – | Sell |
-11,796
| Closed | -$206K | – | 43 |
|
|
2023
Q2 | $206K | Buy |
+11,796
| New | +$206K | 0.16% | 41 |
|