Regal Investment Advisors’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
Q2 | $799K | Sell |
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|
2025
Q1 | $748K | Buy |
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|
2024
Q4 | $747K | Buy |
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|
2024
Q3 | $703K | Buy |
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|
2024
Q2 | $644K | Buy |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Hold |
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|
2015
Q2 | $9K | Sell |
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|
2015
Q1 | $12K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $182K | Buy |
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