TFC Financial 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
Q3 | $34.8K | Sell |
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|
2025
Q2 | $48.1K | Sell |
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|
2025
Q1 | $54.9K | Buy |
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|
2024
Q4 | $57.5K | Buy |
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|
2024
Q3 | $56K | Buy |
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|
2024
Q2 | $52.8K | Hold |
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|
2024
Q1 | $51K | Buy |
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|
2023
Q4 | $46.2K | Buy |
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|
2023
Q3 | $41.4K | Buy |
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|
2023
Q2 | $42.7K | Buy |
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|
2023
Q1 | $39.3K | Buy |
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|
2022
Q4 | $36.6K | Sell |
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|
2022
Q3 | $43K | Hold |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $31K | Buy |
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