TritonPoint Wealth’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 | $1.43M | Sell |
58,650
-34,296
| -37% | -$838K | 0.13% | 132 |
|
|
2025
Q1 | $2.05M | Hold |
92,946
| – | – | 0.2% | 112 |
|
|
2024
Q4 | $2.15M | Sell |
92,946
-54
| -0.1% | -$1.25K | 0.2% | 113 |
|
|
2024
Q3 | $2.1M | Hold |
93,000
| – | – | 0.19% | 112 |
|
|
2024
Q2 | $2M | Buy |
93,000
+54
| +0.1% | +$1.16K | 0.19% | 112 |
|
|
2024
Q1 | $1.75M | Sell |
92,946
-105
| -0.1% | -$1.98K | 0.18% | 115 |
|
|
2023
Q4 | $1.75M | Buy |
+93,051
| New | +$1.75M | 0.17% | 119 |
|