SPP
Single Point Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Hold |
29,859
| – | – | 0.16% | 45 |
|
|
2025
Q1 | $659K | Sell |
29,859
-689
| -2% | -$15.2K | 0.15% | 47 |
|
|
2024
Q4 | $708K | Buy |
+30,548
| New | +$708K | 0.16% | 46 |
|
|
2024
Q2 | – | Sell |
-10,572
| Closed | -$656K | – | 65 |
|
|
2024
Q1 | $656K | Sell |
10,572
-377
| -3% | -$23.4K | 0.15% | 48 |
|
|
2023
Q4 | $617K | Sell |
10,949
-579
| -5% | -$32.6K | 0.15% | 45 |
|
|
2023
Q3 | $583K | Buy |
+11,528
| New | +$583K | 0.15% | 42 |
|
|
2023
Q2 | – | Sell |
-11,793
| Closed | -$570K | – | 141 |
|
|
2023
Q1 | $570K | Sell |
11,793
-45
| -0.4% | -$2.18K | 0.12% | 64 |
|
|
2022
Q4 | $534K | Hold |
11,838
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $501K | Hold |
11,838
| – | – | 0.14% | 64 |
|
|
2022
Q2 | $529K | Hold |
11,838
| – | – | 0.14% | 59 |
|
|
2022
Q1 | $637K | Buy |
11,838
+5,870
| +98% | +$316K | 0.16% | 48 |
|
|
2021
Q4 | $679K | Buy |
+5,968
| New | +$679K | 0.18% | 42 |
|
|
2021
Q3 | – | Sell |
-6,268
| Closed | -$652K | – | 73 |
|
|
2021
Q2 | $652K | Buy |
6,268
+210
| +3% | +$21.8K | 0.22% | 33 |
|
|
2021
Q1 | $589K | Buy |
6,058
+499
| +9% | +$48.5K | 0.22% | 37 |
|
|
2020
Q4 | $506K | Buy |
5,559
+136
| +3% | +$12.4K | 0.23% | 39 |
|
|
2020
Q3 | $437K | Hold |
5,423
| – | – | 0.23% | 42 |
|
|
2020
Q2 | $402K | Hold |
5,423
| – | – | 0.23% | 42 |
|
|
2020
Q1 | $332K | Hold |
5,423
| – | – | 0.23% | 43 |
|
|
2019
Q4 | $417K | Buy |
+5,423
| New | +$417K | 0.25% | 36 |
|