SJS Investment Consulting’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
Q2 | $71.9K | Sell |
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|
2025
Q1 | $68.4K | Hold |
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|
2024
Q4 | $71.8K | Hold |
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|
2024
Q3 | $70.1K | Hold |
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|
2024
Q2 | $66.4K | Buy |
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|
2024
Q1 | $60.9K | Buy |
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|
2023
Q4 | $36.4K | Hold |
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|
2023
Q3 | $32.7K | Hold |
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|
2023
Q2 | $33.8K | Hold |
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|
2023
Q1 | $31.2K | Hold |
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|
2022
Q4 | $29.2K | Hold |
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|
2022
Q3 | $27K | Buy |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $37K | Buy |
|