Procyon 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
Q3 | $4.1M | Sell |
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|
2025
Q2 | $4.23M | Sell |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $4.01M | Sell |
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|
2024
Q3 | $4.02M | Buy |
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|
2024
Q2 | $3.72M | Sell |
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|
2024
Q1 | $4.99M | Sell |
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|
2023
Q4 | $6.65M | Buy |
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|
2023
Q3 | $5.23M | Sell |
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|
2023
Q2 | $6.42M | Sell |
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|
2023
Q1 | $5.96M | Buy |
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|
2022
Q4 | $5.44M | Buy |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $5.04M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $34K | Sell |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $40K | Buy |
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