SAM
SP Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
10,604
+1
| +0% | +$24 | 0.02% | 116 |
|
|
2025
Q1 | $234K | Buy |
10,603
+2
| +0% | +$44 | 0.02% | 114 |
|
|
2024
Q4 | $246K | Buy |
10,601
+7,068
| +200% | +$164K | 0.02% | 120 |
|
|
2024
Q3 | $240K | Buy |
3,533
+1
| +0% | +$68 | 0.02% | 120 |
|
|
2024
Q2 | $227K | Hold |
3,532
| – | – | 0.02% | 121 |
|
|
2024
Q1 | $219K | Buy |
+3,532
| New | +$219K | 0.02% | 120 |
|