Tanglewood Wealth Management’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
Q2 | $715K | Buy |
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|
2025
Q1 | $646K | Sell |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $677K | Sell |
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|
2024
Q2 | $649K | Sell |
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|
2024
Q1 | $691K | Sell |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $574K | Sell |
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|
2023
Q2 | $597K | Buy |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $449K | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $895K | Buy |
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|
2021
Q3 | $815K | Sell |
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|
2021
Q2 | $894K | Sell |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.9M | Buy |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $274K | Sell |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.04M | Hold |
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|
2019
Q2 | $1.03M | Sell |
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|
2019
Q1 | $1.45M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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