SMI Advisory Services’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
Q1 | – | Sell |
-17,293
| Closed | -$399K | – | 57 |
|
|
2024
Q4 | $399K | Buy |
17,293
+3,883
| +29% | +$89.5K | 0.09% | 44 |
|
|
2024
Q3 | $303K | Buy |
13,410
+1,419
| +12% | +$32.1K | 0.07% | 47 |
|
|
2024
Q2 | $262K | Buy |
+11,991
| New | +$262K | 0.06% | 49 |
|
|
2024
Q1 | – | Sell |
-24,810
| Closed | -$467K | – | 68 |
|
|
2023
Q4 | $467K | Sell |
24,810
-2,220
| -8% | -$41.8K | 0.12% | 35 |
|
|
2023
Q3 | $469K | Buy |
+27,030
| New | +$469K | 0.17% | 34 |
|