TFC Financial Management’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 | $48.1K | Sell |
1,967
-521
| -21% | -$12.7K | 0.01% | 264 |
|
|
2025
Q1 | $54.9K | Buy |
2,488
+5
| +0.2% | +$110 | 0.01% | 248 |
|
|
2024
Q4 | $57.5K | Buy |
2,483
+5
| +0.2% | +$116 | 0.01% | 236 |
|
|
2024
Q3 | $56K | Buy |
2,478
+12
| +0.5% | +$271 | 0.01% | 246 |
|
|
2024
Q2 | $52.8K | Hold |
2,466
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $51K | Buy |
2,466
+6
| +0.2% | +$124 | 0.01% | 231 |
|
|
2023
Q4 | $46.2K | Buy |
2,460
+9
| +0.4% | +$169 | 0.01% | 233 |
|
|
2023
Q3 | $41.4K | Buy |
2,451
+6
| +0.2% | +$101 | 0.01% | 233 |
|
|
2023
Q2 | $42.7K | Buy |
2,445
+6
| +0.2% | +$105 | 0.01% | 228 |
|
|
2023
Q1 | $39.3K | Buy |
2,439
+6
| +0.2% | +$97 | 0.01% | 258 |
|
|
2022
Q4 | $36.6K | Sell |
2,433
-633
| -21% | -$9.52K | 0.01% | 221 |
|
|
2022
Q3 | $43K | Hold |
3,066
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $46K | Hold |
3,066
| – | – | 0.01% | 209 |
|
|
2022
Q1 | $55K | Buy |
3,066
+1,776
| +138% | +$31.9K | 0.02% | 205 |
|
|
2021
Q4 | $24K | Hold |
1,290
| – | – | 0.01% | 260 |
|
|
2021
Q3 | $22K | Hold |
1,290
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $22K | Hold |
1,290
| – | – | 0.01% | 258 |
|
|
2021
Q1 | $21K | Hold |
1,290
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $20K | Sell |
1,290
-1,050
| -45% | -$16.3K | 0.01% | 249 |
|
|
2020
Q3 | $31K | Buy |
+2,340
| New | +$31K | 0.02% | 206 |
|