Riverpoint Wealth Management Holdings’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 | $2.14M | Sell |
87,369
-686
| -0.8% | -$16.8K | 0.5% | 20 |
|
|
2025
Q1 | $1.94M | Buy |
88,055
+26
| +0% | +$574 | 0.5% | 19 |
|
|
2024
Q4 | $2.04M | Buy |
88,029
+30
| +0% | +$695 | 0.53% | 20 |
|
|
2024
Q3 | $1.99M | Buy |
87,999
+51
| +0.1% | +$1.15K | 0.51% | 19 |
|
|
2024
Q2 | $1.88M | Hold |
87,948
| – | – | 0.52% | 19 |
|
|
2024
Q1 | $1.82M | Buy |
87,948
+27
| +0% | +$559 | 0.51% | 20 |
|
|
2023
Q4 | $1.65M | Buy |
87,921
+36
| +0% | +$677 | 0.49% | 21 |
|
|
2023
Q3 | $1.48M | Buy |
87,885
+30
| +0% | +$506 | 0.49% | 20 |
|
|
2023
Q2 | $1.53M | Buy |
87,855
+33
| +0% | +$576 | 0.49% | 20 |
|
|
2023
Q1 | $1.42M | Sell |
87,822
-1,110
| -1% | -$17.9K | 0.49% | 19 |
|
|
2022
Q4 | $1.34M | Buy |
88,932
+39
| +0% | +$587 | 0.49% | 18 |
|
|
2022
Q3 | $1.26M | Buy |
88,893
+384
| +0.4% | +$5.42K | 0.53% | 19 |
|
|
2022
Q2 | $1.32M | Buy |
88,509
+354
| +0.4% | +$5.27K | 0.53% | 18 |
|
|
2022
Q1 | $1.58M | Buy |
88,155
+261
| +0.3% | +$4.68K | 0.55% | 18 |
|
|
2021
Q4 | $1.67M | Buy |
87,894
+324
| +0.4% | +$6.15K | 0.57% | 18 |
|
|
2021
Q3 | $1.52M | Buy |
87,570
+276
| +0.3% | +$4.78K | 0.53% | 18 |
|
|
2021
Q2 | $1.51M | Buy |
87,294
+144
| +0.2% | +$2.5K | 0.42% | 30 |
|
|
2021
Q1 | $1.4M | Buy |
87,150
+24
| +0% | +$384 | 0.42% | 31 |
|
|
2020
Q4 | $1.32M | Buy |
87,126
+36
| +0% | +$546 | 0.42% | 34 |
|
|
2020
Q3 | $1.17M | Buy |
87,090
+48
| +0.1% | +$645 | 0.43% | 34 |
|
|
2020
Q2 | $1.08M | Sell |
87,042
-189,408
| -69% | -$2.34M | 0.42% | 32 |
|
|
2020
Q1 | $2.82M | Buy |
+276,450
| New | +$2.82M | 1.38% | 17 |
|