Strategic Investment Advisors’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
Q1 | – | Sell |
-8,724
| Closed | -$202K | – | 251 |
|
|
2024
Q4 | $202K | Sell |
8,724
-183
| -2% | -$4.24K | 0.02% | 234 |
|
|
2024
Q3 | $201K | Buy |
+8,907
| New | +$201K | 0.02% | 239 |
|
|
2024
Q1 | – | Sell |
-28,071
| Closed | -$528K | – | 253 |
|
|
2023
Q4 | $528K | Buy |
+28,071
| New | +$528K | 0.08% | 164 |
|
|
2022
Q4 | – | Sell |
-14,373
| Closed | -$203K | – | 232 |
|
|
2022
Q3 | $203K | Buy |
+14,373
| New | +$203K | 0.05% | 170 |
|