Prospera Financial Services’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 | $208K | Buy |
+8,527
| New | +$208K | ﹤0.01% | 1243 |
|
|
2025
Q1 | – | Sell |
-11,334
| Closed | -$263K | – | 1225 |
|
|
2024
Q4 | $263K | Hold |
11,334
| – | – | 0.01% | 982 |
|
|
2024
Q3 | $256K | Buy |
+11,334
| New | +$256K | 0.01% | 977 |
|
|
2022
Q3 | – | Sell |
-108
| Closed | -$2K | – | 1456 |
|
|
2022
Q2 | $2K | Sell |
108
-411
| -79% | -$7.61K | ﹤0.01% | 1567 |
|
|
2022
Q1 | $9K | Buy |
+519
| New | +$9K | ﹤0.01% | 2090 |
|
|
2020
Q4 | – | Sell |
-10,086
| Closed | -$136K | – | 1402 |
|
|
2020
Q3 | $136K | Buy |
+10,086
| New | +$136K | 0.05% | 328 |
|