Spire Wealth Management’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 | $806K | Buy |
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|
2025
Q2 | $747K | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $871K | Buy |
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|
2024
Q3 | $812K | Sell |
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|
2024
Q2 | $832K | Sell |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.77M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $816K | Sell |
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|
2022
Q1 | $4.17M | Buy |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $3.36M | Sell |
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|
2021
Q2 | $3.6M | Sell |
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|
2021
Q1 | $9.11M | Buy |
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