Principal Securities’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 | $2.24M | Sell |
91,552
-3,448
| -4% | -$84.3K | 0.04% | 381 |
|
|
2025
Q1 | $2.2M | Buy |
95,000
+63
| +0.1% | +$1.46K | 0.05% | 329 |
|
|
2024
Q4 | $2.2M | Buy |
94,937
+7,016
| +8% | +$163K | 0.05% | 326 |
|
|
2024
Q3 | $1.99M | Buy |
87,921
+24,846
| +39% | +$562K | 0.05% | 350 |
|
|
2024
Q2 | $1.35M | Sell |
63,075
-1,905
| -3% | -$40.8K | 0.04% | 404 |
|
|
2024
Q1 | $1.34M | Buy |
64,980
+11,883
| +22% | +$246K | 0.04% | 375 |
|
|
2023
Q4 | $998K | Buy |
+53,097
| New | +$998K | 0.04% | 412 |
|