Transamerica Financial Advisors’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 | $21.2M | Buy |
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|
2025
Q1 | $18.5M | Buy |
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|
2024
Q4 | $18.9M | Buy |
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|
2024
Q3 | $17.8M | Buy |
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|
2024
Q2 | $14.5M | Hold |
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|
2024
Q1 | $14M | Buy |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $9.31M | Buy |
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|
2023
Q2 | $7.36M | Buy |
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|
2023
Q1 | $5.4M | Buy |
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|
2022
Q4 | $5.02M | Buy |
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|
2022
Q3 | $4.66M | Sell |
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|
2022
Q2 | $5.08M | Buy |
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