Trellis Wealth 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 | $834K | Hold |
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|
2025
Q1 | $754K | Hold |
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|
2024
Q4 | $791K | Hold |
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|
2024
Q3 | $772K | Hold |
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|
2024
Q2 | $731K | Hold |
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|
2024
Q1 | $706K | Hold |
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|
2023
Q4 | $642K | Hold |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $596K | Hold |
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|
2023
Q1 | $550K | Hold |
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|
2022
Q4 | $514K | Buy |
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