S.E.E.D. Planning Group’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 | $2.4M | Sell |
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|
2025
Q2 | $2.3M | Sell |
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|
2025
Q1 | $2.1M | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.33M | Buy |
|
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $2.44M | Buy |
|
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $2.03M | Sell |
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|
2023
Q2 | $2.66M | Sell |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $3.13M | Sell |
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|
2022
Q3 | $3.16M | Sell |
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|
2022
Q2 | $3.45M | Sell |
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|
2022
Q1 | $4.18M | Buy |
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|
2021
Q4 | $4.2M | Sell |
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|
2021
Q3 | $3.98M | Sell |
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|
2021
Q2 | $4.04M | Sell |
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|
2021
Q1 | $3.92M | Sell |
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|
2020
Q4 | $4.99M | Sell |
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|
2020
Q3 | $4.58M | Sell |
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|
2020
Q2 | $4.7M | Sell |
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|
2020
Q1 | $4.11M | Sell |
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|
2019
Q4 | $15.4M | Buy |
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