RIS
Retirement Income Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
28,455
+1,755
| +7% | +$42.9K | 0.13% | 66 |
|
|
2025
Q1 | $590K | Hold |
26,700
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $619K | Buy |
26,700
+15,562
| +140% | +$361K | 0.12% | 64 |
|
|
2024
Q3 | $756K | Hold |
11,138
| – | – | 0.17% | 56 |
|
|
2024
Q2 | $716K | Sell |
11,138
-1,048
| -9% | -$67.3K | 0.17% | 54 |
|
|
2024
Q1 | $756K | Hold |
12,186
| – | – | 0.17% | 59 |
|
|
2023
Q4 | $687K | Buy |
12,186
+6,990
| +135% | +$394K | 0.17% | 60 |
|
|
2023
Q3 | $263K | Hold |
5,196
| – | – | 0.07% | 106 |
|
|
2023
Q2 | $272K | Hold |
5,196
| – | – | 0.07% | 112 |
|
|
2023
Q1 | $251K | Hold |
5,196
| – | – | 0.07% | 116 |
|
|
2022
Q4 | $235K | Hold |
5,196
| – | – | 0.07% | 109 |
|
|
2022
Q3 | $223K | Hold |
5,196
| – | – | 0.08% | 103 |
|
|
2022
Q2 | $232K | Hold |
5,196
| – | – | 0.08% | 100 |
|
|
2022
Q1 | $280K | Buy |
5,196
+2,598
| +100% | +$140K | 0.08% | 94 |
|
|
2021
Q4 | $296K | Hold |
2,598
| – | – | 0.08% | 94 |
|
|
2021
Q3 | $270K | Hold |
2,598
| – | – | 0.09% | 86 |
|
|
2021
Q2 | $270K | Hold |
2,598
| – | – | 0.09% | 86 |
|
|
2021
Q1 | $249K | Hold |
2,598
| – | – | 0.09% | 84 |
|
|
2020
Q4 | $236K | Buy |
+2,598
| New | +$236K | 0.09% | 84 |
|