Trek Financial’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
Q4 | $711K | Buy |
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|
2025
Q3 | $619K | Buy |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $252K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.21M | Sell |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $2.93M | Buy |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.61M | Buy |
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