TD Private Client Wealth’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 | $4.49M | Buy |
183,614
+18,789
| +11% | +$459K | 0.11% | 137 |
|
|
2025
Q1 | $3.64M | Buy |
164,825
+653
| +0.4% | +$14.4K | 0.1% | 147 |
|
|
2024
Q4 | $3.81M | Buy |
164,172
+5,907
| +4% | +$137K | 0.11% | 139 |
|
|
2024
Q3 | $3.58M | Buy |
158,265
+24,033
| +18% | +$544K | 0.1% | 153 |
|
|
2024
Q2 | $2.87M | Buy |
134,232
+5,115
| +4% | +$110K | 0.09% | 167 |
|
|
2024
Q1 | $2.67M | Buy |
129,117
+24,123
| +23% | +$499K | 0.09% | 187 |
|
|
2023
Q4 | $1.97M | Sell |
104,994
-1,932
| -2% | -$36.3K | 0.07% | 225 |
|
|
2023
Q3 | $1.8M | Sell |
106,926
-35,100
| -25% | -$592K | 0.08% | 218 |
|
|
2023
Q2 | $2.48M | Sell |
142,026
-2,739
| -2% | -$47.8K | 0.11% | 188 |
|
|
2023
Q1 | $2.33M | Buy |
144,765
+2,472
| +2% | +$39.9K | 0.1% | 198 |
|
|
2022
Q4 | $2.14M | Buy |
142,293
+1,191
| +0.8% | +$17.9K | 0.1% | 203 |
|
|
2022
Q3 | $1.99M | Buy |
141,102
+6,678
| +5% | +$94.3K | 0.1% | 207 |
|
|
2022
Q2 | $2M | Hold |
134,424
| – | – | 0.1% | 207 |
|
|
2022
Q1 | $2.41M | Buy |
+134,424
| New | +$2.41M | 0.1% | 199 |
|