RTD 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 | $9.45M | Sell |
386,635
-19,092
| -5% | -$467K | 1.21% | 30 |
|
|
2025
Q1 | $8.96M | Sell |
405,727
-9,234
| -2% | -$204K | 1.2% | 24 |
|
|
2024
Q4 | $9.62M | Buy |
414,961
+15,838
| +4% | +$367K | 1.23% | 26 |
|
|
2024
Q3 | $9.03M | Sell |
399,123
-5,676
| -1% | -$128K | 1.14% | 29 |
|
|
2024
Q2 | $8.67M | Sell |
404,799
-5,334
| -1% | -$114K | 1.17% | 26 |
|
|
2024
Q1 | $8.48M | Sell |
410,133
-498
| -0.1% | -$10.3K | 1.14% | 28 |
|
|
2023
Q4 | $7.72M | Sell |
410,631
-9,768
| -2% | -$184K | 1.08% | 30 |
|
|
2023
Q3 | $7.09M | Sell |
420,399
-14,016
| -3% | -$236K | 1.08% | 30 |
|
|
2023
Q2 | $7.58M | Buy |
434,415
+924
| +0.2% | +$16.1K | 1.1% | 28 |
|
|
2023
Q1 | $6.99M | Sell |
433,491
-7,884
| -2% | -$127K | 1.08% | 30 |
|
|
2022
Q4 | $6.64M | Sell |
441,375
-9,426
| -2% | -$142K | 1.08% | 30 |
|
|
2022
Q3 | $6.36M | Sell |
450,801
-2,466
| -0.5% | -$34.8K | 1.17% | 23 |
|
|
2022
Q2 | $6.75M | Sell |
453,267
-10,428
| -2% | -$155K | 1.04% | 29 |
|
|
2022
Q1 | $8.32M | Sell |
463,695
-13,257
| -3% | -$238K | 1.12% | 24 |
|
|
2021
Q4 | $9.05M | Buy |
+476,952
| New | +$9.05M | 1.18% | 21 |
|