Rise Advisors’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 | – | Sell |
-652
| Closed | -$14.4K | – | 1632 |
|
|
2025
Q1 | $14.4K | Sell |
652
-758
| -54% | -$16.7K | 0.01% | 724 |
|
|
2024
Q4 | $32.7K | Buy |
1,410
+654
| +87% | +$15.2K | 0.02% | 354 |
|
|
2024
Q3 | $17.1K | Buy |
756
+3
| +0.4% | +$68 | 0.01% | 787 |
|
|
2024
Q2 | $16.1K | Hold |
753
| – | – | 0.01% | 788 |
|
|
2024
Q1 | $15.6K | Buy |
753
+3
| +0.4% | +$62 | 0.01% | 839 |
|
|
2023
Q4 | $14.1K | Buy |
+750
| New | +$14.1K | 0.01% | 289 |
|