Safeguard Financial’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
Q1 | $722K | Buy |
32,715
+63
| +0.2% | +$1.39K | 0.16% | 49 |
|
|
2024
Q4 | $757K | Buy |
32,652
+5,895
| +22% | +$137K | 0.16% | 50 |
|
|
2024
Q3 | $605K | Buy |
26,757
+141
| +0.5% | +$3.19K | 0.14% | 57 |
|
|
2024
Q2 | $570K | Buy |
26,616
+33
| +0.1% | +$707 | 0.16% | 56 |
|
|
2024
Q1 | $550K | Sell |
26,583
-1,971
| -7% | -$40.8K | 0.18% | 47 |
|
|
2023
Q4 | $537K | Buy |
28,554
+81
| +0.3% | +$1.52K | 0.2% | 43 |
|
|
2023
Q3 | $480K | Sell |
28,473
-7,725
| -21% | -$130K | 0.23% | 43 |
|
|
2023
Q2 | $631K | Buy |
36,198
+1,086
| +3% | +$18.9K | 0.3% | 40 |
|
|
2023
Q1 | $566K | Sell |
35,112
-10,296
| -23% | -$166K | 0.34% | 42 |
|
|
2022
Q4 | $683K | Sell |
45,408
-27
| -0.1% | -$406 | 0.49% | 36 |
|
|
2022
Q3 | $641K | Sell |
45,435
-2,196
| -5% | -$31K | 0.59% | 28 |
|
|
2022
Q2 | $709K | Sell |
47,631
-4,068
| -8% | -$60.6K | 0.85% | 22 |
|
|
2022
Q1 | $928K | Buy |
+51,699
| New | +$928K | 1.39% | 17 |
|