Robinson Smith Wealth 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 | $997K | Buy |
40,792
+1,752
| +4% | +$42.8K | 0.8% | 27 |
|
|
2025
Q1 | $862K | Hold |
39,040
| – | – | 0.72% | 31 |
|
|
2024
Q4 | $905K | Sell |
39,040
-2
| -0% | -$46 | 0.77% | 29 |
|
|
2024
Q3 | $883K | Hold |
39,042
| – | – | 0.75% | 32 |
|
|
2024
Q2 | $836K | Hold |
39,042
| – | – | 0.74% | 36 |
|
|
2024
Q1 | $808K | Sell |
39,042
-6,240
| -14% | -$129K | 0.78% | 33 |
|
|
2023
Q4 | $851K | Buy |
+45,282
| New | +$851K | 0.84% | 29 |
|