Safeguard Financial’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
Q1 | $722K | Buy |
|
|||||
|
2024
Q4 | $757K | Buy |
|
|||||
|
2024
Q3 | $605K | Buy |
|
|||||
|
2024
Q2 | $570K | Buy |
|
|||||
|
2024
Q1 | $550K | Sell |
|
|||||
|
2023
Q4 | $537K | Buy |
|
|||||
|
2023
Q3 | $480K | Sell |
|
|||||
|
2023
Q2 | $631K | Buy |
|
|||||
|
2023
Q1 | $566K | Sell |
|
|||||
|
2022
Q4 | $683K | Sell |
|
|||||
|
2022
Q3 | $641K | Sell |
|
|||||
|
2022
Q2 | $709K | Sell |
|
|||||
|
2022
Q1 | $928K | Buy |
|