Roof Eidam Maycock Peralta (REMP)’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 | $403K | Hold |
16,485
| – | – | 0.1% | 91 |
|
|
2025
Q1 | $364K | Sell |
16,485
-22,830
| -58% | -$504K | 0.1% | 91 |
|
|
2024
Q4 | $911K | Hold |
39,315
| – | – | 0.24% | 59 |
|
|
2024
Q3 | $889K | Hold |
39,315
| – | – | 0.23% | 64 |
|
|
2024
Q2 | $842K | Hold |
39,315
| – | – | 0.23% | 64 |
|
|
2024
Q1 | $813K | Hold |
39,315
| – | – | 0.22% | 65 |
|
|
2023
Q4 | $739K | Hold |
39,315
| – | – | 0.22% | 67 |
|
|
2023
Q3 | $663K | Buy |
39,315
+3,375
| +9% | +$56.9K | 0.22% | 72 |
|
|
2023
Q2 | $627K | Buy |
35,940
+4,650
| +15% | +$81.2K | 0.21% | 68 |
|
|
2023
Q1 | $504K | Sell |
31,290
-2,208
| -7% | -$35.6K | 0.19% | 73 |
|
|
2022
Q4 | $504K | Sell |
33,498
-2,667
| -7% | -$40.1K | 0.18% | 74 |
|
|
2022
Q3 | $511K | Buy |
+36,165
| New | +$511K | 0.19% | 67 |
|