Titleist Asset 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 | $366K | Hold |
|
|||||
|
2025
Q2 | $340K | Hold |
|
|||||
|
2025
Q1 | $307K | Hold |
|
|||||
|
2024
Q4 | $322K | Sell |
|
|||||
|
2024
Q3 | $314K | Hold |
|
|||||
|
2024
Q2 | $298K | Hold |
|
|||||
|
2024
Q1 | $288K | Hold |
|
|||||
|
2023
Q4 | $261K | Hold |
|
|||||
|
2023
Q3 | $234K | Hold |
|
|||||
|
2023
Q2 | $243K | Hold |
|
|||||
|
2023
Q1 | $224K | Buy |
|