Sound Stewardship’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 | $356K | Buy |
14,570
+220
| +2% | +$5.38K | 0.18% | 50 |
|
|
2025
Q1 | $317K | Sell |
14,350
-442
| -3% | -$9.76K | 0.18% | 48 |
|
|
2024
Q4 | $343K | Buy |
14,792
+20
| +0.1% | +$464 | 0.2% | 47 |
|
|
2024
Q3 | $334K | Sell |
14,772
-582
| -4% | -$13.2K | 0.19% | 47 |
|
|
2024
Q2 | $329K | Sell |
15,354
-201
| -1% | -$4.3K | 0.2% | 47 |
|
|
2024
Q1 | $322K | Sell |
15,555
-18
| -0.1% | -$372 | 0.2% | 49 |
|
|
2023
Q4 | $293K | Sell |
15,573
-1,068
| -6% | -$20.1K | 0.19% | 55 |
|
|
2023
Q3 | $281K | Sell |
16,641
-246
| -1% | -$4.15K | 0.19% | 55 |
|
|
2023
Q2 | $295K | Buy |
16,887
+1,233
| +8% | +$21.5K | 0.19% | 56 |
|
|
2023
Q1 | $252K | Sell |
15,654
-93
| -0.6% | -$1.5K | 0.17% | 58 |
|
|
2022
Q4 | $237K | Buy |
+15,747
| New | +$237K | 0.18% | 56 |
|