TF
Tompkins Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79K | Hold |
237
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $5.23K | Hold |
237
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $5.49K | Buy |
237
+158
| +200% | +$3.66K | ﹤0.01% | 464 |
|
|
2024
Q3 | $5.36K | Hold |
79
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $5.08K | Hold |
79
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $4.9K | Hold |
79
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $4.46K | Hold |
79
| – | – | ﹤0.01% | 556 |
|
|
2023
Q3 | $4K | Hold |
79
| – | – | ﹤0.01% | 519 |
|
|
2023
Q2 | $4.14K | Hold |
79
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $3.82K | Hold |
79
| – | – | ﹤0.01% | 555 |
|
|
2022
Q4 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 545 |
|
|
2020
Q3 | – | Sell |
-32
| Closed | -$2K | – | 394 |
|
|
2020
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 362 |
|
|
2020
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 390 |
|