SCM
Saxony Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
143,349
+39,881
| +39% | +$975K | 2.69% | 7 |
|
|
2025
Q1 | $2.28M | Buy |
103,468
+9,952
| +11% | +$220K | 2% | 13 |
|
|
2024
Q4 | $2.17M | Buy |
93,516
+64,651
| +224% | +$1.5M | 1.91% | 17 |
|
|
2024
Q3 | $1.96M | Buy |
+28,865
| New | +$1.96M | 1.79% | 18 |
|
|
2024
Q2 | – | Sell |
-9,749
| Closed | -$605K | – | 137 |
|
|
2024
Q1 | $605K | Buy |
+9,749
| New | +$605K | 0.73% | 34 |
|