Thrive Wealth 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 | $4.88M | Buy |
199,610
+1,108
| +0.6% | +$27.1K | 0.79% | 19 |
|
|
2025
Q1 | $4.38M | Buy |
198,502
+17,064
| +9% | +$377K | 0.84% | 15 |
|
|
2024
Q4 | $4.21M | Buy |
181,438
+3,409
| +2% | +$79K | 0.76% | 17 |
|
|
2024
Q3 | $4.03M | Sell |
178,029
-108
| -0.1% | -$2.44K | 0.74% | 16 |
|
|
2024
Q2 | $3.82M | Buy |
178,137
+5,814
| +3% | +$125K | 0.75% | 18 |
|
|
2024
Q1 | $3.56M | Buy |
172,323
+74,889
| +77% | +$1.55M | 0.74% | 17 |
|
|
2023
Q4 | $1.83M | Buy |
97,434
+65,067
| +201% | +$1.22M | 0.41% | 30 |
|
|
2023
Q3 | $546K | Buy |
32,367
+3,450
| +12% | +$58.2K | 0.15% | 91 |
|
|
2023
Q2 | $505K | Sell |
28,917
-2,664
| -8% | -$46.5K | 0.13% | 94 |
|
|
2023
Q1 | $509K | Sell |
31,581
-93
| -0.3% | -$1.5K | 0.13% | 98 |
|
|
2022
Q4 | $477K | Buy |
31,674
+4,101
| +15% | +$61.7K | 0.14% | 92 |
|
|
2022
Q3 | $389K | Sell |
27,573
-1,317
| -5% | -$18.6K | 0.14% | 96 |
|
|
2022
Q2 | $430K | Sell |
28,890
-13,377
| -32% | -$199K | 0.15% | 84 |
|
|
2022
Q1 | $759K | Buy |
42,267
+14,901
| +54% | +$268K | 0.22% | 52 |
|
|
2021
Q4 | $519K | Buy |
+27,366
| New | +$519K | 0.18% | 67 |
|