Sowell Financial Services’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 | $4.37M | Buy |
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|
2025
Q2 | $3.14M | Buy |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $3.42M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $515K | Sell |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $649K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | $122K | Buy |
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|
2020
Q2 | $85K | Sell |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $288K | Buy |
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|
2019
Q1 | $3.79M | Buy |
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|
2018
Q4 | $3.25M | Buy |
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