The Wealth Group’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 | $3.21M | Buy |
131,390
+15,257
| +13% | +$373K | 0.82% | 16 |
|
|
2025
Q1 | $2.56M | Sell |
116,133
-1,130
| -1% | -$25K | 0.75% | 18 |
|
|
2024
Q4 | $2.72M | Sell |
117,263
-742
| -0.6% | -$17.2K | 0.79% | 17 |
|
|
2024
Q3 | $2.67M | Sell |
118,005
-723
| -0.6% | -$16.4K | 0.78% | 18 |
|
|
2024
Q2 | $2.54M | Sell |
118,728
-6
| -0% | -$129 | 0.77% | 17 |
|
|
2024
Q1 | $2.32M | Hold |
118,734
| – | – | 0.71% | 18 |
|
|
2023
Q4 | $2.32M | Buy |
+118,734
| New | +$2.32M | 0.77% | 19 |
|