PSI Advisors’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 | – | Sell |
-1,722
| Closed | -$38K | – | 577 |
|
|
2025
Q1 | $38K | Hold |
1,722
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $39.9K | Hold |
1,722
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $38.9K | Hold |
1,722
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $36.9K | Hold |
1,722
| – | – | 0.01% | 303 |
|
|
2024
Q1 | $35.6K | Buy |
+1,722
| New | +$35.6K | 0.01% | 309 |
|
|
2022
Q1 | – | Sell |
-1,812
| Closed | -$34K | – | 797 |
|
|
2021
Q4 | $34K | Hold |
1,812
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $31K | Buy |
+1,812
| New | +$31K | 0.01% | 331 |
|