SteelPeak Wealth’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 | $252K | Buy |
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|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $343K | Buy |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $349K | Buy |
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