Romano Brothers & Co’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 | $372K | Buy |
15,240
+144
| +1% | +$3.52K | 0.05% | 248 |
|
|
2025
Q1 | $333K | Buy |
15,096
+96
| +0.6% | +$2.12K | 0.04% | 254 |
|
|
2024
Q4 | $348K | Hold |
15,000
| – | – | 0.04% | 245 |
|
|
2024
Q3 | $339K | Buy |
+15,000
| New | +$339K | 0.04% | 251 |
|
|
2023
Q1 | – | Sell |
-108
| Closed | -$1.63K | – | 846 |
|
|
2022
Q4 | $1.63K | Buy |
+108
| New | +$1.63K | ﹤0.01% | 954 |
|