Salomon & Ludwin’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 | $262K | Buy |
10,662
+798
| +8% | +$19.6K | 0.03% | 138 |
|
|
2025
Q1 | $218K | Hold |
9,864
| – | – | 0.02% | 140 |
|
|
2024
Q4 | $229K | Buy |
9,864
+99
| +1% | +$2.3K | 0.02% | 135 |
|
|
2024
Q3 | $221K | Hold |
9,765
| – | – | 0.02% | 142 |
|
|
2024
Q2 | $209K | Sell |
9,765
-72
| -0.7% | -$1.54K | 0.02% | 148 |
|
|
2024
Q1 | $203K | Hold |
9,837
| – | – | 0.02% | 183 |
|
|
2023
Q4 | $166K | Hold |
9,837
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $166K | Buy |
+9,837
| New | +$166K | 0.02% | 186 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 275 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 202 |
|