Stephens Inc’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 | $224K | Hold |
9,159
| – | – | ﹤0.01% | 1133 |
|
|
2025
Q1 | $202K | Buy |
+9,159
| New | +$202K | ﹤0.01% | 1137 |
|
|
2022
Q1 | – | Sell |
-10,878
| Closed | -$206K | – | 1379 |
|
|
2021
Q4 | $206K | Sell |
10,878
-2,964
| -21% | -$56.1K | ﹤0.01% | 1199 |
|
|
2021
Q3 | $240K | Hold |
13,842
| – | – | ﹤0.01% | 1143 |
|
|
2021
Q2 | $240K | Buy |
+13,842
| New | +$240K | ﹤0.01% | 1133 |
|