Spire Wealth Management’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 | $747K | Sell |
30,575
-20,670
| -40% | -$505K | 0.03% | 424 |
|
|
2025
Q1 | $1.13M | Buy |
51,245
+13,659
| +36% | +$302K | 0.04% | 379 |
|
|
2024
Q4 | $871K | Buy |
37,586
+1,670
| +5% | +$38.7K | 0.03% | 424 |
|
|
2024
Q3 | $812K | Sell |
35,916
-2,940
| -8% | -$66.5K | 0.03% | 419 |
|
|
2024
Q2 | $832K | Sell |
38,856
-64,974
| -63% | -$1.39M | 0.03% | 382 |
|
|
2024
Q1 | $2.15M | Buy |
103,830
+5,475
| +6% | +$113K | 0.04% | 241 |
|
|
2023
Q4 | $1.87M | Sell |
98,355
-6,777
| -6% | -$129K | 0.06% | 254 |
|
|
2023
Q3 | $1.77M | Sell |
105,132
-4,044
| -4% | -$68.2K | 0.07% | 237 |
|
|
2023
Q2 | $1.91M | Sell |
109,176
-4,911
| -4% | -$85.7K | 0.07% | 242 |
|
|
2023
Q1 | $1.84M | Buy |
114,087
+97,971
| +608% | +$1.58M | 0.07% | 236 |
|
|
2022
Q4 | $243K | Buy |
16,116
+84
| +0.5% | +$1.27K | 0.01% | 507 |
|
|
2022
Q3 | $226K | Sell |
16,032
-38,784
| -71% | -$547K | 0.01% | 498 |
|
|
2022
Q2 | $816K | Sell |
54,816
-177,513
| -76% | -$2.64M | 0.03% | 367 |
|
|
2022
Q1 | $4.17M | Buy |
232,329
+51,453
| +28% | +$924K | 0.11% | 172 |
|
|
2021
Q4 | $3.43M | Sell |
180,876
-12,774
| -7% | -$242K | 0.08% | 220 |
|
|
2021
Q3 | $3.36M | Sell |
193,650
-13,920
| -7% | -$241K | 0.09% | 204 |
|
|
2021
Q2 | $3.6M | Sell |
207,570
-361,404
| -64% | -$6.26M | 0.1% | 197 |
|
|
2021
Q1 | $9.11M | Buy |
+568,974
| New | +$9.11M | 0.24% | 112 |
|