Regimen Wealth’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 | $408K | Buy |
16,685
+51
| +0.3% | +$1.25K | 0.13% | 55 |
|
|
2025
Q1 | $367K | Buy |
16,634
+492
| +3% | +$10.9K | 0.12% | 48 |
|
|
2024
Q4 | $374K | Sell |
16,142
-874
| -5% | -$20.3K | 0.12% | 46 |
|
|
2024
Q3 | $385K | Buy |
17,016
+105
| +0.6% | +$2.38K | 0.12% | 46 |
|
|
2024
Q2 | $362K | Buy |
16,911
+18
| +0.1% | +$385 | 0.12% | 48 |
|
|
2024
Q1 | $349K | Sell |
16,893
-1,395
| -8% | -$28.9K | 0.12% | 46 |
|
|
2023
Q4 | $344K | Buy |
18,288
+75
| +0.4% | +$1.41K | 0.13% | 45 |
|
|
2023
Q3 | $307K | Buy |
18,213
+69
| +0.4% | +$1.16K | 0.13% | 46 |
|
|
2023
Q2 | $317K | Buy |
18,144
+66
| +0.4% | +$1.15K | 0.13% | 44 |
|
|
2023
Q1 | $291K | Buy |
18,078
+351
| +2% | +$5.66K | 0.13% | 46 |
|
|
2022
Q4 | $267K | Buy |
+17,727
| New | +$267K | 0.18% | 43 |
|