RFG Advisory’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 | $520K | Sell |
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|
2025
Q2 | $488K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $810K | Sell |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $940K | Sell |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $3.2M | Buy |
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|
2022
Q2 | $3.43M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $764K | Buy |
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|
2020
Q2 | $661K | Buy |
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|
2020
Q1 | $497K | Buy |
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