Retirement Income Solutions’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 | $750K | Hold |
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|
2025
Q2 | $695K | Buy |
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|
2025
Q1 | $590K | Hold |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $756K | Hold |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $756K | Hold |
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|
2023
Q4 | $687K | Buy |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $296K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $236K | Buy |
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