Sebold Capital Management’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 | $1.84M | Sell |
75,232
-4,971
| -6% | -$121K | 1.13% | 22 |
|
|
2025
Q1 | $1.77M | Sell |
80,203
-7,798
| -9% | -$172K | 1.16% | 24 |
|
|
2024
Q4 | $2.04M | Sell |
88,001
-3,250
| -4% | -$75.3K | 1.37% | 22 |
|
|
2024
Q3 | $2.06M | Sell |
91,251
-306
| -0.3% | -$6.92K | 1.36% | 22 |
|
|
2024
Q2 | $1.96M | Sell |
91,557
-23,427
| -20% | -$502K | 1.35% | 22 |
|
|
2024
Q1 | $2.38M | Sell |
114,984
-1,362
| -1% | -$28.2K | 1.61% | 17 |
|
|
2023
Q4 | $2.19M | Sell |
116,346
-16,071
| -12% | -$302K | 1.62% | 16 |
|
|
2023
Q3 | $2.23M | Sell |
132,417
-6,855
| -5% | -$116K | 1.82% | 16 |
|
|
2023
Q2 | $2.43M | Sell |
139,272
-7,974
| -5% | -$139K | 1.94% | 13 |
|
|
2023
Q1 | $2.37M | Sell |
147,246
-888
| -0.6% | -$14.3K | 1.87% | 14 |
|
|
2022
Q4 | $2.23M | Buy |
+148,134
| New | +$2.23M | 1.83% | 14 |
|