Resurgent Financial 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
Q3 | $627K | Hold |
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|
2025
Q2 | $581K | Hold |
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|
2025
Q1 | $525K | Hold |
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|
2024
Q4 | $551K | Hold |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $514K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $447K | Buy |
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