Retirement Guys Formula’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 | $487K | Sell |
|
|||||
|
2025
Q2 | $475K | Sell |
|
|||||
|
2025
Q1 | $446K | Sell |
|
|||||
|
2024
Q4 | $482K | Buy |
|
|||||
|
2024
Q3 | $468K | Sell |
|
|||||
|
2024
Q2 | $450K | Sell |
|
|||||
|
2024
Q1 | $450K | Sell |
|
|||||
|
2023
Q4 | $467K | Sell |
|
|||||
|
2023
Q3 | $439K | Sell |
|
|||||
|
2023
Q2 | $479K | Sell |
|
|||||
|
2023
Q1 | $508K | Sell |
|
|||||
|
2022
Q4 | $554K | Sell |
|
|||||
|
2022
Q3 | $562K | Sell |
|
|||||
|
2022
Q2 | $638K | Buy |
|
|||||
|
2022
Q1 | $579K | Buy |
|
|||||
|
2021
Q4 | $566K | Buy |
|