Sterling Investment Advisors (Pennsylvania)’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 | $236K | Buy |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $116K | Hold |
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|
2021
Q3 | $106K | Hold |
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|
2021
Q2 | $106K | Hold |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $92K | Hold |
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|
2020
Q3 | $82K | Sell |
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|
2020
Q2 | $90K | Buy |
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|
2020
Q1 | $50K | Hold |
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|
2019
Q4 | $63K | Hold |
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|
2019
Q3 | $59K | Hold |
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|
2019
Q2 | $58K | Hold |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $49K | Buy |
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|
2018
Q3 | $14K | Buy |
|