RTD Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.93M | Sell |
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|
2025
Q2 | $9.45M | Sell |
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|
2025
Q1 | $8.96M | Sell |
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|
2024
Q4 | $9.62M | Buy |
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|
2024
Q3 | $9.03M | Sell |
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|
2024
Q2 | $8.67M | Sell |
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|
2024
Q1 | $8.48M | Sell |
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|
2023
Q4 | $7.72M | Sell |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $7.58M | Buy |
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|
2023
Q1 | $6.99M | Sell |
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|
2022
Q4 | $6.64M | Sell |
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|
2022
Q3 | $6.36M | Sell |
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|
2022
Q2 | $6.75M | Sell |
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|
2022
Q1 | $8.32M | Sell |
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|
2021
Q4 | $9.05M | Buy |
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