Tradition Wealth 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
Q2 | $317K | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $196K | Buy |
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|
2023
Q1 | $180K | Sell |
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|
2022
Q4 | $188K | Buy |
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|
2022
Q3 | $176K | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $260K | Sell |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $471K | Buy |
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