Regal Investment 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 | $799K | Sell |
32,701
-1,189
| -4% | -$29.1K | 0.06% | 271 |
|
|
2025
Q1 | $748K | Buy |
33,890
+1,675
| +5% | +$37K | 0.06% | 256 |
|
|
2024
Q4 | $747K | Buy |
32,215
+1,135
| +4% | +$26.3K | 0.06% | 268 |
|
|
2024
Q3 | $703K | Buy |
31,080
+1,002
| +3% | +$22.7K | 0.05% | 295 |
|
|
2024
Q2 | $644K | Buy |
30,078
+4,218
| +16% | +$90.3K | 0.04% | 311 |
|
|
2024
Q1 | $535K | Buy |
25,860
+4,044
| +19% | +$83.7K | 0.04% | 344 |
|
|
2023
Q4 | $410K | Buy |
+21,816
| New | +$410K | 0.03% | 364 |
|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$9K | – | 765 |
|
|
2015
Q3 | $9K | Hold |
1,200
| – | – | ﹤0.01% | 719 |
|
|
2015
Q2 | $9K | Sell |
1,200
-210
| -15% | -$1.58K | ﹤0.01% | 674 |
|
|
2015
Q1 | $12K | Buy |
+1,410
| New | +$12K | ﹤0.01% | 653 |
|
|
2013
Q3 | – | Sell |
-28,536
| Closed | -$182K | – | 949 |
|
|
2013
Q2 | $182K | Buy |
+28,536
| New | +$182K | 0.1% | 159 |
|