SevenBridge Financial Group’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 | $252K | Sell |
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|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $285K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $834K | Sell |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $945K | Buy |
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|
2020
Q4 | $832K | Buy |
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|
2020
Q3 | $735K | Buy |
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|
2020
Q2 | $597K | Buy |
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|
2020
Q1 | $450K | Buy |
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|
2019
Q4 | $537K | Buy |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $377K | Buy |
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