Security Financial Services’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 | $848K | Hold |
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|
2025
Q2 | $787K | Hold |
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|
2025
Q1 | $711K | Hold |
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|
2024
Q4 | $746K | Hold |
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|
2024
Q3 | $728K | Hold |
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|
2024
Q2 | $689K | Hold |
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|
2024
Q1 | $666K | Hold |
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|
2023
Q4 | $605K | Hold |
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|
2023
Q3 | $543K | Hold |
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|
2023
Q2 | $562K | Hold |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $865K | Hold |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $1.1M | Buy |
|