Rothschild Investment LLC’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 | $312K | Hold |
12,767
| – | – | 0.02% | 418 |
|
|
2025
Q1 | $282K | Buy |
12,767
+1
| +0% | +$22 | 0.02% | 430 |
|
|
2024
Q4 | $296K | Sell |
12,766
-1,700
| -12% | -$39.4K | 0.02% | 427 |
|
|
2024
Q3 | $327K | Buy |
14,466
+14,253
| +6,692% | +$322K | 0.02% | 416 |
|
|
2024
Q2 | $4.55K | Hold |
213
| – | – | ﹤0.01% | 1224 |
|
|
2024
Q1 | $4.39K | Hold |
213
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q4 | $3.98K | Buy |
+213
| New | +$3.98K | ﹤0.01% | 1105 |
|