SOA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.4K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.2K | Hold |
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|
2023
Q4 | $6.54K | Hold |
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|
2023
Q3 | $5.87K | Hold |
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|
2023
Q2 | $6.08K | Hold |
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|
2023
Q1 | $5.61K | Hold |
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|
2022
Q4 | $5.24K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Buy |
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