Stephens Consulting’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
4,866
+205
| +4% | +$5.01K | 0.03% | 129 |
|
|
2025
Q1 | $103K | Hold |
4,661
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $108K | Sell |
4,661
-100
| -2% | -$2.32K | 0.03% | 136 |
|
|
2024
Q3 | $108K | Hold |
4,761
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $102K | Sell |
4,761
-1,578
| -25% | -$33.8K | 0.03% | 128 |
|
|
2024
Q1 | $131K | Hold |
6,339
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $119K | Buy |
6,339
+348
| +6% | +$6.54K | 0.04% | 111 |
|
|
2023
Q3 | $101K | Hold |
5,991
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $105K | Buy |
5,991
+6
| +0.1% | +$105 | 0.04% | 107 |
|
|
2023
Q1 | $96.5K | Hold |
5,985
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $90.1K | Hold |
5,985
| – | – | 0.06% | 112 |
|
|
2022
Q3 | $84.5K | Buy |
+5,985
| New | +$84.5K | 0.08% | 117 |
|