Smartleaf Asset Management’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 | $749K | Sell |
30,772
-12,096
| -28% | -$294K | 0.07% | 303 |
|
|
2025
Q1 | $941K | Buy |
42,868
+12,964
| +43% | +$285K | 0.09% | 241 |
|
|
2024
Q4 | $696K | Buy |
29,904
+6
| +0% | +$140 | 0.07% | 272 |
|
|
2024
Q3 | $674K | Hold |
29,898
| – | – | 0.08% | 253 |
|
|
2024
Q2 | $643K | Hold |
29,898
| – | – | 0.11% | 219 |
|
|
2024
Q1 | $619K | Buy |
29,898
+29,862
| +82,950% | +$618K | 0.12% | 192 |
|
|
2023
Q4 | $679 | Buy |
+36
| New | +$679 | ﹤0.01% | 1061 |
|