Silver Oak Securities’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 | $2.22M | Buy |
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|
2025
Q2 | $736K | Sell |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $609K | Sell |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $554K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $230K | Buy |
|