Provident Wealth Management’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 | $28.2M | Sell |
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|
2025
Q2 | $26.2M | Sell |
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|
2025
Q1 | $23.9M | Buy |
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|
2024
Q4 | $24.7M | Buy |
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|
2024
Q3 | $22.6M | Buy |
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|
2024
Q2 | $20.6M | Buy |
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|
2024
Q1 | $19.6M | Sell |
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|
2023
Q4 | $18.1M | Buy |
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|
2023
Q3 | $16.2M | Buy |
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|
2023
Q2 | $16.7M | Sell |
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|
2023
Q1 | $15.8M | Sell |
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|
2022
Q4 | $15M | Sell |
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|
2022
Q3 | $14.8M | Buy |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $16.7M | Buy |
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|
2021
Q4 | $15.8M | Buy |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $12.1M | Buy |
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|
2021
Q1 | $10.6M | Sell |
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|
2020
Q4 | $12.2M | Buy |
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|
2020
Q3 | $9.49M | Sell |
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|
2020
Q2 | $9.21M | Buy |
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|
2020
Q1 | $7.47M | Sell |
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|
2019
Q4 | $9.49M | Buy |
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