SeaBridge Investment Advisors’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 | $363K | Hold |
|
|||||
|
2025
Q2 | $337K | Hold |
|
|||||
|
2025
Q1 | $305K | Hold |
|
|||||
|
2024
Q4 | $320K | Hold |
|
|||||
|
2024
Q3 | $312K | Hold |
|
|||||
|
2024
Q2 | $296K | Hold |
|
|||||
|
2024
Q1 | $285K | Hold |
|
|||||
|
2023
Q4 | $259K | Hold |
|
|||||
|
2023
Q3 | $233K | Hold |
|
|||||
|
2023
Q2 | $241K | Hold |
|
|||||
|
2023
Q1 | $223K | Hold |
|
|||||
|
2022
Q4 | $208K | Buy |
|