Seaside 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
Q3 | $418K | Hold |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $367K | Hold |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $256K | Hold |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $257K | Buy |
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