TIA
Traphagen Investment Advisors’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 | $2.71M | Buy |
110,689
+326
| +0.3% | +$7.97K | 0.26% | 36 |
|
|
2025
Q1 | $2.44M | Buy |
110,363
+338
| +0.3% | +$7.46K | 0.25% | 37 |
|
|
2024
Q4 | $2.55M | Buy |
110,025
+73,471
| +201% | +$1.7M | 0.26% | 37 |
|
|
2024
Q3 | $2.48M | Buy |
36,554
+231
| +0.6% | +$15.7K | 0.25% | 35 |
|
|
2024
Q2 | $2.33M | Hold |
36,323
| – | – | 0.25% | 40 |
|
|
2024
Q1 | $2.25M | Sell |
36,323
-877
| -2% | -$54.4K | 0.24% | 41 |
|
|
2023
Q4 | $2.1M | Buy |
37,200
+1,148
| +3% | +$64.7K | 0.25% | 38 |
|
|
2023
Q3 | $1.82M | Buy |
36,052
+137
| +0.4% | +$6.93K | 0.23% | 35 |
|
|
2023
Q2 | $1.88M | Buy |
+35,915
| New | +$1.88M | 0.24% | 40 |
|