Titleist Asset 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
$340K Hold
13,901
0.03% 242
2025
Q1
$307K Hold
13,901
0.04% 235
2024
Q4
$322K Sell
13,901
-1
-0% -$23 0.04% 232
2024
Q3
$314K Hold
13,902
0.05% 217
2024
Q2
$298K Hold
13,902
0.04% 217
2024
Q1
$288K Hold
13,902
0.05% 213
2023
Q4
$261K Hold
13,902
0.05% 191
2023
Q3
$234K Hold
13,902
0.05% 189
2023
Q2
$243K Hold
13,902
0.05% 191
2023
Q1
$224K Buy
+13,902
New +$224K 0.05% 194