SteelPeak Wealth’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 | $228K | Sell |
9,339
-399
| -4% | -$9.75K | 0.01% | 450 |
|
|
2025
Q1 | $215K | Buy |
+9,738
| New | +$215K | 0.01% | 451 |
|
|
2022
Q2 | – | Sell |
-11,508
| Closed | -$207K | – | 443 |
|
|
2022
Q1 | $207K | Sell |
11,508
-2,700
| -19% | -$48.6K | 0.01% | 377 |
|
|
2021
Q4 | $270K | Sell |
14,208
-5,550
| -28% | -$105K | 0.02% | 325 |
|
|
2021
Q3 | $343K | Buy |
19,758
+4,884
| +33% | +$84.8K | 0.02% | 297 |
|
|
2021
Q2 | $258K | Hold |
14,874
| – | – | 0.02% | 348 |
|
|
2021
Q1 | $238K | Sell |
14,874
-3,162
| -18% | -$50.6K | 0.02% | 319 |
|
|
2020
Q4 | $273K | Buy |
+18,036
| New | +$273K | 0.02% | 266 |
|
|
2020
Q1 | – | Sell |
-27,276
| Closed | -$349K | – | 271 |
|
|
2019
Q4 | $349K | Buy |
+27,276
| New | +$349K | 0.05% | 192 |
|