Sprinkle Financial Consultants’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 | $21.4M | Sell |
874,417
-156,096
| -15% | -$3.81M | 13.06% | 1 |
|
|
2025
Q1 | $22.8M | Sell |
1,030,513
-46,024
| -4% | -$1.02M | 14.44% | 1 |
|
|
2024
Q4 | $25M | Sell |
1,076,537
-1,774
| -0.2% | -$41.1K | 16.99% | 1 |
|
|
2024
Q3 | $24.4M | Sell |
1,078,311
-324
| -0% | -$7.33K | 17.43% | 1 |
|
|
2024
Q2 | $23.1M | Buy |
1,078,635
+675
| +0.1% | +$14.5K | 18.21% | 1 |
|
|
2024
Q1 | $22.3M | Sell |
1,077,960
-6,870
| -0.6% | -$142K | 19.04% | 1 |
|
|
2023
Q4 | $20.4M | Buy |
+1,084,830
| New | +$20.4M | 20.76% | 1 |
|