Summit Place Financial Advisors’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 | $4.12M | Sell |
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|
2025
Q2 | $3.84M | Buy |
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|
2025
Q1 | $3.26M | Buy |
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|
2024
Q4 | $3.39M | Sell |
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|
2024
Q3 | $3.63M | Sell |
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|
2024
Q2 | $3.81M | Sell |
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|
2024
Q1 | $3.77M | Sell |
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|
2023
Q4 | $3.44M | Buy |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.39M | Sell |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $2.16M | Sell |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q4 | $1.66M | Buy |
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