TD Private Client Wealth’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 | $4.78M | Sell |
|
|||||
|
2025
Q2 | $4.49M | Buy |
|
|||||
|
2025
Q1 | $3.64M | Buy |
|
|||||
|
2024
Q4 | $3.81M | Buy |
|
|||||
|
2024
Q3 | $3.58M | Buy |
|
|||||
|
2024
Q2 | $2.87M | Buy |
|
|||||
|
2024
Q1 | $2.67M | Buy |
|
|||||
|
2023
Q4 | $1.97M | Sell |
|
|||||
|
2023
Q3 | $1.8M | Sell |
|
|||||
|
2023
Q2 | $2.48M | Sell |
|
|||||
|
2023
Q1 | $2.33M | Buy |
|
|||||
|
2022
Q4 | $2.14M | Buy |
|
|||||
|
2022
Q3 | $1.99M | Buy |
|
|||||
|
2022
Q2 | $2M | Hold |
|
|||||
|
2022
Q1 | $2.41M | Buy |
|