SYM Financial Corp’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 | $244K | Buy |
9,978
+1,770
| +22% | +$43.3K | 0.03% | 262 |
|
|
2025
Q1 | $181K | Hold |
8,208
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $190K | Hold |
8,208
| – | – | 0.02% | 241 |
|
|
2024
Q3 | $186K | Hold |
8,208
| – | – | 0.02% | 184 |
|
|
2024
Q2 | $176K | Sell |
8,208
-2,142
| -21% | -$45.9K | 0.03% | 162 |
|
|
2024
Q1 | $214K | Sell |
10,350
-3,000
| -22% | -$62.1K | 0.04% | 92 |
|
|
2023
Q4 | $251K | Sell |
13,350
-1,500
| -10% | -$28.2K | 0.04% | 83 |
|
|
2023
Q3 | $250K | Buy |
14,850
+13,224
| +813% | +$223K | 0.04% | 81 |
|
|
2023
Q2 | $28.4K | Buy |
+1,626
| New | +$28.4K | 0.01% | 90 |
|