RIA Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Buy |
100,406
+4,734
| +5% | +$116K | 0.72% | 27 |
|
|
2025
Q1 | $2.11M | Buy |
95,672
+9,332
| +11% | +$206K | 0.69% | 27 |
|
|
2024
Q4 | $2M | Sell |
86,340
-1,827
| -2% | -$42.4K | 0.68% | 24 |
|
|
2024
Q3 | $1.99M | Buy |
+88,167
| New | +$1.99M | 0.7% | 22 |
|
|
2024
Q1 | $1.82M | Buy |
+87,771
| New | +$1.82M | 0.73% | 25 |
|
|
2023
Q4 | – | Sell |
-82,929
| Closed | -$1.4M | – | 178 |
|
|
2023
Q3 | $1.4M | Buy |
82,929
+2,688
| +3% | +$45.3K | 0.63% | 19 |
|
|
2023
Q2 | $1.4M | Hold |
80,241
| – | – | 0.6% | 21 |
|
|
2023
Q1 | $1.29M | Buy |
80,241
+4,404
| +6% | +$71K | 0.6% | 28 |
|
|
2022
Q4 | $25.3K | Buy |
+75,837
| New | +$25.3K | 0.01% | 95 |
|