Sierra Summit Advisors’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 | $219K | Sell |
8,953
-220
| -2% | -$5.38K | 0.04% | 173 |
|
|
2025
Q1 | $203K | Sell |
9,173
-5,822
| -39% | -$129K | 0.04% | 177 |
|
|
2024
Q4 | $348K | Sell |
14,995
-695
| -4% | -$16.1K | 0.07% | 134 |
|
|
2024
Q3 | $355K | Buy |
15,690
+1,155
| +8% | +$26.1K | 0.08% | 122 |
|
|
2024
Q2 | $311K | Buy |
14,535
+1,110
| +8% | +$23.8K | 0.08% | 130 |
|
|
2024
Q1 | $278K | Hold |
13,425
| – | – | 0.08% | 134 |
|
|
2023
Q4 | $252K | Buy |
+13,425
| New | +$252K | 0.07% | 162 |
|