Seneca Financial Advisors’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 | $3.17M | Buy |
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|
2025
Q2 | $2.84M | Sell |
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|
2025
Q1 | $2.57M | Buy |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.26M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.17M | Sell |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $3.66M | Buy |
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|
2021
Q4 | $3.84M | Buy |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $2.66M | Buy |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $2.14M | Buy |
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