Strategic Investment Solutions’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 | $59.9K | Hold |
2,453
| – | – | 0.02% | 195 |
|
|
2025
Q1 | $54.2K | Sell |
2,453
-522
| -18% | -$11.5K | 0.02% | 185 |
|
|
2024
Q4 | $69K | Sell |
2,975
-55
| -2% | -$1.28K | 0.02% | 171 |
|
|
2024
Q3 | $68.5K | Buy |
3,030
+942
| +45% | +$21.3K | 0.02% | 174 |
|
|
2024
Q2 | $69.7K | Buy |
+2,088
| New | +$69.7K | 0.02% | 158 |
|
|
2023
Q4 | $54.7K | Sell |
2,907
-240,537
| -99% | -$4.52M | 0.01% | 439 |
|
|
2023
Q3 | $4.27M | Buy |
243,444
+239,583
| +6,205% | +$4.2M | 0.05% | 156 |
|
|
2023
Q2 | $64.1K | Sell |
3,861
-243
| -6% | -$4.03K | 0.01% | 271 |
|
|
2023
Q1 | $66.2K | Buy |
+4,104
| New | +$66.2K | 0.01% | 320 |
|