Riverview Capital Advisers’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 | $425K | Buy |
17,382
+46
| +0.3% | +$1.12K | 0.12% | 77 |
|
2025
Q1 | $383K | Buy |
17,336
+46
| +0.3% | +$1.02K | 0.12% | 74 |
|
2024
Q4 | $401K | Sell |
17,290
-11
| -0.1% | -$255 | 0.12% | 74 |
|
2024
Q3 | $391K | Buy |
17,301
+96
| +0.6% | +$2.17K | 0.12% | 70 |
|
2024
Q2 | $368K | Hold |
17,205
| – | – | 0.12% | 68 |
|
2024
Q1 | $356K | Buy |
17,205
+48
| +0.3% | +$993 | 0.12% | 69 |
|
2023
Q4 | $323K | Buy |
17,157
+60
| +0.4% | +$1.13K | 0.12% | 69 |
|
2023
Q3 | $288K | Buy |
17,097
+57
| +0.3% | +$961 | 0.13% | 69 |
|
2023
Q2 | $297K | Buy |
17,040
+54
| +0.3% | +$943 | 0.13% | 67 |
|
2023
Q1 | $274K | Buy |
16,986
+57
| +0.3% | +$919 | 0.12% | 70 |
|
2022
Q4 | $255K | Buy |
16,929
+66
| +0.4% | +$993 | 0.14% | 67 |
|
2022
Q3 | $238K | Buy |
16,863
+63
| +0.4% | +$889 | 0.15% | 69 |
|
2022
Q2 | $250K | Buy |
16,800
+60
| +0.4% | +$893 | 0.14% | 72 |
|
2022
Q1 | $300K | Buy |
16,740
+102
| +0.6% | +$1.83K | 0.14% | 70 |
|
2021
Q4 | $316K | Buy |
+16,638
| New | +$316K | 0.14% | 72 |
|