Quotient Wealth Partners’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 | $252K | Hold |
10,296
| – | – | 0.01% | 303 |
|
|
2025
Q1 | $227K | Sell |
10,296
-176
| -2% | -$3.89K | 0.01% | 310 |
|
|
2024
Q4 | $243K | Buy |
10,472
+176
| +2% | +$4.08K | 0.01% | 284 |
|
|
2024
Q3 | $233K | Buy |
10,296
+306
| +3% | +$6.92K | 0.01% | 288 |
|
|
2024
Q2 | $214K | Sell |
9,990
-636
| -6% | -$13.6K | 0.01% | 294 |
|
|
2024
Q1 | $220K | Sell |
10,626
-8,850
| -45% | -$183K | 0.01% | 283 |
|
|
2023
Q4 | $366K | Buy |
+19,476
| New | +$366K | 0.01% | 206 |
|