Summit Trail 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
Q2 | $3.4M | Buy |
+139,125
| New | +$3.4M | 0.06% | 169 |
|
|
2024
Q4 | – | Sell |
-137,475
| Closed | -$3.11M | – | 697 |
|
|
2024
Q3 | $3.11M | Hold |
137,475
| – | – | 0.08% | 119 |
|
|
2024
Q2 | $2.95M | Buy |
+137,475
| New | +$2.95M | 0.08% | 107 |
|
|
2019
Q2 | – | Sell |
-93,432
| Closed | -$1.05M | – | 90 |
|
|
2019
Q1 | $1.05M | Buy |
+93,432
| New | +$1.05M | 0.46% | 30 |
|
|
2018
Q2 | – | Sell |
-93,432
| Closed | -$1.01M | – | 646 |
|
|
2018
Q1 | $1.01M | Buy |
+93,432
| New | +$1.01M | 0.17% | 131 |
|