Resurgent Financial 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 | $581K | Hold |
23,790
| – | – | 0.32% | 92 |
|
|
2025
Q1 | $525K | Hold |
23,790
| – | – | 0.32% | 89 |
|
|
2024
Q4 | $551K | Hold |
23,790
| – | – | 0.32% | 91 |
|
|
2024
Q3 | $538K | Sell |
23,790
-198
| -0.8% | -$4.48K | 0.31% | 89 |
|
|
2024
Q2 | $514K | Sell |
23,988
-396
| -2% | -$8.48K | 0.32% | 98 |
|
|
2024
Q1 | $504K | Buy |
24,384
+396
| +2% | +$8.19K | 0.27% | 105 |
|
|
2023
Q4 | $451K | Hold |
23,988
| – | – | 0.28% | 96 |
|
|
2023
Q3 | $405K | Hold |
23,988
| – | – | 0.28% | 91 |
|
|
2023
Q2 | $419K | Hold |
23,988
| – | – | 0.28% | 83 |
|
|
2023
Q1 | $387K | Hold |
23,988
| – | – | 0.26% | 88 |
|
|
2022
Q4 | $361K | Buy |
23,988
+228
| +1% | +$3.43K | 0.19% | 121 |
|
|
2022
Q3 | $335K | Buy |
23,760
+138
| +0.6% | +$1.95K | 0.22% | 120 |
|
|
2022
Q2 | $352K | Buy |
23,622
+96
| +0.4% | +$1.43K | 0.23% | 115 |
|
|
2022
Q1 | $422K | Sell |
23,526
-42
| -0.2% | -$753 | 0.26% | 97 |
|
|
2021
Q4 | $447K | Buy |
+23,568
| New | +$447K | 0.36% | 73 |
|