Sheaff Brock Investment 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
Q1 | $835K | Hold |
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|
2024
Q4 | $876K | Hold |
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|
2024
Q3 | $855K | Hold |
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|
2024
Q2 | $810K | Hold |
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|
2024
Q1 | $782K | Hold |
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|
2023
Q4 | $711K | Hold |
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|
2023
Q3 | $638K | Hold |
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|
2023
Q2 | $660K | Hold |
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|
2023
Q1 | $609K | Hold |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $534K | Hold |
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|
2022
Q2 | $563K | Hold |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $717K | Hold |
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|
2021
Q3 | $655K | Buy |
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|
2021
Q2 | $489K | Buy |
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