Tobias Financial Advisors’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 | $413K | Buy |
16,882
+1
| +0% | +$24 | 0.07% | 89 |
|
|
2025
Q1 | $373K | Buy |
16,881
+4,985
| +42% | +$110K | 0.07% | 81 |
|
|
2024
Q4 | $276K | Buy |
11,896
+148
| +1% | +$3.43K | 0.06% | 90 |
|
|
2024
Q3 | $266K | Sell |
11,748
-336
| -3% | -$7.6K | 0.05% | 88 |
|
|
2024
Q2 | $259K | Hold |
12,084
| – | – | 0.06% | 86 |
|
|
2024
Q1 | $250K | Sell |
12,084
-144
| -1% | -$2.98K | 0.06% | 84 |
|
|
2023
Q4 | $230K | Hold |
12,228
| – | – | 0.06% | 85 |
|
|
2023
Q3 | $206K | Hold |
12,228
| – | – | 0.05% | 84 |
|
|
2023
Q2 | $213K | Buy |
+12,228
| New | +$213K | 0.06% | 90 |
|