Seneca House 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 | $1.5M | Buy |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $989K | Buy |
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|
2024
Q1 | $937K | Sell |
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|
2023
Q4 | $13.9M | Buy |
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|
2023
Q3 | $11.6M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $254K | Sell |
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|
2021
Q2 | $410K | Sell |
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|
2021
Q1 | $469K | Sell |
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|
2020
Q4 | $688K | Sell |
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|
2020
Q3 | $813K | Sell |
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|
2020
Q2 | $798K | Sell |
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|
2020
Q1 | $766K | Sell |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $881K | Buy |
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|
2018
Q4 | $523K | Buy |
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|
2018
Q3 | $452K | Buy |
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|
2018
Q2 | $323K | Buy |
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|
2018
Q1 | $242K | Buy |
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