Raleigh Capital Management’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
Q1 | – | Sell |
-70
| Closed | -$1.62K | – | 960 |
|
|
2024
Q4 | $1.62K | Buy |
70
+1
| +1% | +$23 | ﹤0.01% | 855 |
|
|
2024
Q3 | $1.58K | Sell |
69
-84
| -55% | -$1.92K | ﹤0.01% | 841 |
|
|
2024
Q2 | $3.28K | Sell |
153
-11,868
| -99% | -$255K | ﹤0.01% | 730 |
|
|
2024
Q1 | $249K | Buy |
+12,021
| New | +$249K | 0.11% | 182 |
|
|
2023
Q4 | – | Sell |
-81
| Closed | -$1.38K | – | 1180 |
|
|
2023
Q3 | $1.38K | Hold |
81
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $1.42K | Hold |
81
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $1.31K | Hold |
81
| – | – | ﹤0.01% | 777 |
|
|
2022
Q4 | $1.21K | Hold |
81
| – | – | ﹤0.01% | 706 |
|
|
2022
Q3 | $1K | Hold |
81
| – | – | ﹤0.01% | 773 |
|
|
2022
Q2 | $1K | Hold |
81
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 581 |
|