Rollins Financial 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 | $219K | Sell |
8,961
-3,222
| -26% | -$78.7K | 0.03% | 131 |
|
|
2025
Q1 | $269K | Hold |
12,183
| – | – | 0.05% | 107 |
|
|
2024
Q4 | $282K | Hold |
12,183
| – | – | 0.04% | 106 |
|
|
2024
Q3 | $276K | Hold |
12,183
| – | – | 0.05% | 109 |
|
|
2024
Q2 | $261K | Buy |
12,183
+1,425
| +13% | +$30.5K | 0.04% | 106 |
|
|
2024
Q1 | $223K | Hold |
10,758
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $202K | Buy |
+10,758
| New | +$202K | 0.04% | 97 |
|