SYM Financial Corp’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
$212K Sell
2025
Q2
$244K Buy
2025
Q1
$181K Hold
2024
Q4
$190K Hold
2024
Q3
$186K Hold
2024
Q2
$176K Sell
2024
Q1
$214K Sell
2023
Q4
$251K Sell
2023
Q3
$250K Buy
2023
Q2
$28.4K Buy