Tradition Wealth 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 | $317K | Buy |
12,951
+721
| +6% | +$17.6K | 0.03% | 339 |
|
|
2025
Q1 | $270K | Sell |
12,230
-798
| -6% | -$17.6K | 0.02% | 351 |
|
|
2024
Q4 | $302K | Buy |
13,028
+800
| +7% | +$18.5K | 0.03% | 321 |
|
|
2024
Q3 | $277K | Buy |
12,228
+6
| +0% | +$136 | 0.02% | 340 |
|
|
2024
Q2 | $262K | Sell |
12,222
-15
| -0.1% | -$321 | 0.03% | 331 |
|
|
2024
Q1 | $253K | Sell |
12,237
-96
| -0.8% | -$1.99K | 0.03% | 330 |
|
|
2023
Q4 | $232K | Sell |
12,333
-36
| -0.3% | -$677 | 0.02% | 306 |
|
|
2023
Q3 | $209K | Buy |
12,369
+1,161
| +10% | +$19.6K | 0.02% | 301 |
|
|
2023
Q2 | $196K | Buy |
11,208
+27
| +0.2% | +$472 | 0.02% | 316 |
|
|
2023
Q1 | $180K | Sell |
11,181
-1,329
| -11% | -$21.4K | 0.02% | 318 |
|
|
2022
Q4 | $188K | Buy |
12,510
+30
| +0.2% | +$451 | 0.03% | 271 |
|
|
2022
Q3 | $176K | Sell |
12,480
-1,563
| -11% | -$22K | 0.03% | 276 |
|
|
2022
Q2 | $209K | Sell |
14,043
-417
| -3% | -$6.21K | 0.03% | 252 |
|
|
2022
Q1 | $260K | Sell |
14,460
-3,816
| -21% | -$68.6K | 0.03% | 261 |
|
|
2021
Q4 | $347K | Buy |
18,276
+894
| +5% | +$17K | 0.04% | 225 |
|
|
2021
Q3 | $301K | Buy |
17,382
+36
| +0.2% | +$623 | 0.04% | 223 |
|
|
2021
Q2 | $301K | Sell |
17,346
-2,436
| -12% | -$42.3K | 0.05% | 233 |
|
|
2021
Q1 | $317K | Sell |
19,782
-11,280
| -36% | -$181K | 0.05% | 207 |
|
|
2020
Q4 | $471K | Buy |
+31,062
| New | +$471K | 0.09% | 155 |
|