RF&L Wealth Management’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 | $524K | Hold |
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|
2025
Q2 | $486K | Buy |
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|
2025
Q1 | $385K | Buy |
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|
2024
Q4 | $404K | Hold |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $260K | Buy |
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