Rinkey Investments’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 | $306K | Sell |
12,508
-435
| -3% | -$10.6K | 0.09% | 80 |
|
|
2025
Q1 | $286K | Sell |
12,943
-27
| -0.2% | -$596 | 0.09% | 72 |
|
|
2024
Q4 | $301K | Sell |
12,970
-368
| -3% | -$8.53K | 0.1% | 69 |
|
|
2024
Q3 | $302K | Buy |
13,338
+2,136
| +19% | +$48.3K | 0.1% | 65 |
|
|
2024
Q2 | $240K | Buy |
+11,202
| New | +$240K | 0.09% | 62 |
|
|
2022
Q1 | – | Sell |
-2,046
| Closed | -$38K | – | 204 |
|
|
2021
Q4 | $38K | Buy |
+2,046
| New | +$38K | 0.03% | 81 |
|