Shelton Wealth Management’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 | $4.39M | Sell |
179,668
-5,089
| -3% | -$124K | 2.12% | 11 |
|
|
2025
Q1 | $4.08M | Sell |
184,757
-17,358
| -9% | -$383K | 2.22% | 10 |
|
|
2024
Q4 | $4.69M | Sell |
202,115
-23,257
| -10% | -$539K | 2.42% | 10 |
|
|
2024
Q3 | $5.1M | Sell |
225,372
-29,448
| -12% | -$666K | 2.77% | 6 |
|
|
2024
Q2 | $5.46M | Sell |
254,820
-50,085
| -16% | -$1.07M | 3.09% | 5 |
|
|
2024
Q1 | $6.31M | Sell |
304,905
-16,908
| -5% | -$350K | 3.97% | 4 |
|
|
2023
Q4 | $6.05M | Sell |
321,813
-97,014
| -23% | -$1.82M | 4.29% | 4 |
|
|
2023
Q3 | $7.06M | Sell |
418,827
-10,101
| -2% | -$170K | 5.65% | 6 |
|
|
2023
Q2 | $7.49M | Sell |
428,928
-64,767
| -13% | -$1.13M | 5.8% | 5 |
|
|
2023
Q1 | $7.96M | Buy |
493,695
+18,279
| +4% | +$295K | 6.46% | 4 |
|
|
2022
Q4 | $7.16M | Sell |
475,416
-3,399
| -0.7% | -$51.2K | 5.65% | 4 |
|
|
2022
Q3 | $6.76M | Buy |
478,815
+1,590
| +0.3% | +$22.4K | 6.02% | 4 |
|
|
2022
Q2 | $7.1M | Buy |
477,225
+65,274
| +16% | +$972K | 6.04% | 4 |
|
|
2022
Q1 | $7.4M | Sell |
411,951
-14,133
| -3% | -$254K | 5.83% | 7 |
|
|
2021
Q4 | $8.08M | Buy |
+426,084
| New | +$8.08M | 6.36% | 6 |
|