Sonora Investment Management Group’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
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $928K | Hold |
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|
2024
Q1 | $928K | Buy |
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|
2023
Q4 | $804K | Sell |
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|
2023
Q3 | $781K | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $210K | Buy |
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