SeaCrest Wealth Management’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
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.78M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.61M | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.03M | Sell |
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|
2021
Q4 | $2.15M | Sell |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.98M | Buy |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $1.27M | Sell |
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|
2019
Q4 | $1.95M | Sell |
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|
2019
Q3 | $1.81M | Sell |
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|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $1.9M | Buy |
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|
2018
Q4 | $1.59M | Buy |
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|
2018
Q3 | $1.72M | Buy |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $1.46M | Buy |
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