TCPG
Trivant Custom Portfolio Group’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 | – | Sell |
-4,800
| Closed | -$106K | – | 186 |
|
|
2025
Q1 | $106K | Hold |
4,800
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $111K | Buy |
4,800
+3,200
| +200% | +$74.2K | 0.07% | 72 |
|
|
2024
Q3 | $109K | Hold |
1,600
| – | – | 0.06% | 73 |
|
|
2024
Q2 | $103K | Hold |
1,600
| – | – | 0.06% | 78 |
|
|
2024
Q1 | $99.3K | Hold |
1,600
| – | – | 0.06% | 73 |
|
|
2023
Q4 | $90.2K | Hold |
1,600
| – | – | 0.06% | 79 |
|
|
2023
Q3 | $81K | Hold |
1,600
| – | – | 0.06% | 69 |
|
|
2023
Q2 | $83.8K | Hold |
1,600
| – | – | 0.06% | 81 |
|
|
2023
Q1 | $77.4K | Buy |
+1,600
| New | +$77.4K | 0.06% | 93 |
|