Tompkins Financial’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 | $6.24K | Hold |
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|
2025
Q2 | $5.79K | Hold |
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|
2025
Q1 | $5.23K | Hold |
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|
2024
Q4 | $5.49K | Hold |
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|
2024
Q3 | $5.36K | Hold |
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|
2024
Q2 | $5.08K | Hold |
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|
2024
Q1 | $4.9K | Hold |
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|
2023
Q4 | $4.46K | Hold |
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|
2023
Q3 | $4K | Hold |
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|
2023
Q2 | $4.14K | Hold |
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|
2023
Q1 | $3.82K | Hold |
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|
2022
Q4 | $4K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Buy |
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