Stone Summit 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 | $1.41M | Buy |
57,868
+3,131
| +6% | +$76.5K | 0.44% | 63 |
|
|
2025
Q1 | $1.21M | Buy |
54,737
+5,326
| +11% | +$118K | 0.41% | 68 |
|
|
2024
Q4 | $1.15M | Sell |
49,411
-2,741
| -5% | -$63.5K | 0.38% | 67 |
|
|
2024
Q3 | $1.18M | Sell |
52,152
-780
| -1% | -$17.6K | 0.38% | 69 |
|
|
2024
Q2 | $1.13M | Sell |
52,932
-195
| -0.4% | -$4.18K | 0.41% | 66 |
|
|
2024
Q1 | $1.1M | Buy |
53,127
+3,669
| +7% | +$75.9K | 0.38% | 70 |
|
|
2023
Q4 | $930K | Sell |
49,458
-3,873
| -7% | -$72.8K | 0.36% | 75 |
|
|
2023
Q3 | $900K | Sell |
53,331
-648
| -1% | -$10.9K | 0.39% | 72 |
|
|
2023
Q2 | $942K | Sell |
53,979
-8,979
| -14% | -$157K | 0.39% | 70 |
|
|
2023
Q1 | $1.02M | Buy |
62,958
+6,348
| +11% | +$102K | 0.45% | 65 |
|
|
2022
Q4 | $852K | Buy |
56,610
+31,743
| +128% | +$478K | 0.42% | 67 |
|
|
2022
Q3 | $351K | Sell |
24,867
-600
| -2% | -$8.47K | 0.22% | 94 |
|
|
2022
Q2 | $379K | Sell |
25,467
-1,527
| -6% | -$22.7K | 0.23% | 93 |
|
|
2022
Q1 | $486K | Buy |
26,994
+600
| +2% | +$10.8K | 0.27% | 86 |
|
|
2021
Q4 | $500K | Buy |
+26,394
| New | +$500K | 0.41% | 77 |
|