Security Financial Services’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 | $787K | Hold |
32,187
| – | – | 0.14% | 84 |
|
|
2025
Q1 | $711K | Hold |
32,187
| – | – | 0.14% | 84 |
|
|
2024
Q4 | $746K | Hold |
32,187
| – | – | 0.15% | 84 |
|
|
2024
Q3 | $728K | Hold |
32,187
| – | – | 0.15% | 82 |
|
|
2024
Q2 | $689K | Hold |
32,187
| – | – | 0.15% | 84 |
|
|
2024
Q1 | $666K | Hold |
32,187
| – | – | 0.15% | 86 |
|
|
2023
Q4 | $605K | Hold |
32,187
| – | – | 0.15% | 88 |
|
|
2023
Q3 | $543K | Hold |
32,187
| – | – | 0.15% | 96 |
|
|
2023
Q2 | $562K | Hold |
32,187
| – | – | 0.16% | 85 |
|
|
2023
Q1 | $519K | Hold |
32,187
| – | – | 0.16% | 91 |
|
|
2022
Q4 | $484K | Hold |
32,187
| – | – | 0.15% | 96 |
|
|
2022
Q3 | $454K | Sell |
32,187
-25,947
| -45% | -$366K | 0.15% | 95 |
|
|
2022
Q2 | $865K | Hold |
58,134
| – | – | 0.28% | 67 |
|
|
2022
Q1 | $1.04M | Hold |
58,134
| – | – | 0.33% | 54 |
|
|
2021
Q4 | $1.1M | Buy |
+58,134
| New | +$1.1M | 0.37% | 52 |
|