SevenBridge Financial Group’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 | $246K | Hold |
9,656
| – | – | 0.04% | 195 |
|
|
2025
Q1 | $223K | Sell |
9,656
-1,152
| -11% | -$26.6K | 0.04% | 207 |
|
|
2024
Q4 | $259K | Sell |
10,808
-21,772
| -67% | -$523K | 0.05% | 193 |
|
|
2024
Q3 | $258K | Buy |
32,580
+21,714
| +200% | +$172K | 0.05% | 195 |
|
|
2024
Q2 | $223K | Sell |
10,866
-312
| -3% | -$6.42K | 0.05% | 189 |
|
|
2024
Q1 | $226K | Sell |
11,178
-303
| -3% | -$6.12K | 0.05% | 183 |
|
|
2023
Q4 | $216K | Sell |
11,481
-5,442
| -32% | -$102K | 0.05% | 180 |
|
|
2023
Q3 | $285K | Buy |
+16,923
| New | +$285K | 0.07% | 152 |
|
|
2022
Q1 | – | Sell |
-43,980
| Closed | -$834K | – | 171 |
|
|
2021
Q4 | $834K | Sell |
43,980
-15,240
| -26% | -$289K | 0.25% | 92 |
|
|
2021
Q3 | $1.03M | Sell |
59,220
-768
| -1% | -$13.3K | 0.34% | 74 |
|
|
2021
Q2 | $1.04M | Buy |
59,988
+918
| +2% | +$15.9K | 0.34% | 81 |
|
|
2021
Q1 | $945K | Buy |
59,070
+4,182
| +8% | +$66.9K | 0.34% | 80 |
|
|
2020
Q4 | $832K | Buy |
54,888
+186
| +0.3% | +$2.82K | 0.33% | 82 |
|
|
2020
Q3 | $735K | Buy |
54,702
+6,354
| +13% | +$85.4K | 0.33% | 77 |
|
|
2020
Q2 | $597K | Buy |
48,348
+4,224
| +10% | +$52.2K | 0.3% | 77 |
|
|
2020
Q1 | $450K | Buy |
44,124
+2,208
| +5% | +$22.5K | 0.26% | 83 |
|
|
2019
Q4 | $537K | Buy |
41,916
+414
| +1% | +$5.3K | 0.14% | 85 |
|
|
2019
Q3 | $491K | Buy |
41,502
+9,240
| +29% | +$109K | 0.26% | 84 |
|
|
2019
Q2 | $377K | Buy |
+32,262
| New | +$377K | 0.14% | 97 |
|