Sunbelt Securities’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 | $71.2K | Sell |
3,071
-1,065
| -26% | -$24.7K | 0.01% | 855 |
|
|
2025
Q1 | $91.3K | Buy |
4,136
+1,065
| +35% | +$23.5K | 0.01% | 755 |
|
|
2024
Q4 | $71.5K | Sell |
3,071
-1,465
| -32% | -$34.1K | 0.01% | 854 |
|
|
2024
Q3 | $103K | Buy |
4,536
+354
| +8% | +$8.01K | 0.01% | 755 |
|
|
2024
Q2 | $89.6K | Sell |
4,182
-420
| -9% | -$9K | 0.01% | 761 |
|
|
2024
Q1 | $95.2K | Sell |
4,602
-4,668
| -50% | -$96.6K | 0.01% | 725 |
|
|
2023
Q4 | $174K | Sell |
9,270
-1,167
| -11% | -$21.9K | 0.02% | 532 |
|
|
2023
Q3 | $176K | Buy |
10,437
+5,847
| +127% | +$98.6K | 0.02% | 508 |
|
|
2023
Q2 | $80.1K | Buy |
4,590
+18
| +0.4% | +$314 | 0.01% | 689 |
|
|
2023
Q1 | $72.6K | Buy |
+4,572
| New | +$72.6K | 0.01% | 661 |
|
|
2021
Q1 | – | Sell |
-13,500
| Closed | -$205K | – | 442 |
|
|
2020
Q4 | $205K | Buy |
+13,500
| New | +$205K | 0.04% | 369 |
|
|
2020
Q2 | – | Sell |
-1,484,088
| Closed | -$18M | – | 372 |
|
|
2020
Q1 | $18M | Buy |
1,484,088
+1,450,704
| +4,346% | +$17.6M | 0.77% | 22 |
|
|
2019
Q4 | $427K | Buy |
+33,384
| New | +$427K | 0.05% | 350 |
|