Smith Salley Wealth Management’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
Q2 | $882K | Buy |
36,072
+2,185
| +6% | +$53.4K | 0.05% | 150 |
|
|
2025
Q1 | $748K | Buy |
+33,887
| New | +$748K | 0.05% | 155 |
|
|
2024
Q4 | – | Sell |
-48,873
| Closed | -$1.11M | – | 252 |
|
|
2024
Q3 | $1.11M | Buy |
48,873
+19,182
| +65% | +$434K | 0.07% | 136 |
|
|
2024
Q2 | $636K | Buy |
29,691
+5,160
| +21% | +$111K | 0.05% | 155 |
|
|
2024
Q1 | $507K | Sell |
24,531
-1,578
| -6% | -$32.6K | 0.04% | 168 |
|
|
2023
Q4 | $491K | Buy |
26,109
+1,995
| +8% | +$37.5K | 0.03% | 182 |
|
|
2023
Q3 | $407K | Sell |
24,114
-29,421
| -55% | -$496K | 0.03% | 181 |
|
|
2023
Q2 | $935K | Buy |
53,535
+31,839
| +147% | +$556K | 0.07% | 132 |
|
|
2023
Q1 | $350K | Buy |
21,696
+486
| +2% | +$7.84K | 0.03% | 188 |
|
|
2022
Q4 | $319K | Hold |
21,210
| – | – | 0.03% | 189 |
|
|
2022
Q3 | $299K | Buy |
+21,210
| New | +$299K | 0.03% | 187 |
|