RIA Advisory Group’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 | $2.37M | Sell |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $2.11M | Buy |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.4M | Hold |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $25.3K | Buy |
|