Trivium Point Advisory’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 | $7.69M | Buy |
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|
2025
Q1 | $6.93M | Buy |
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|
2024
Q4 | $6.53M | Sell |
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|
2024
Q3 | $6.34M | Buy |
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|
2024
Q2 | $4.46M | Buy |
|
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|
2024
Q1 | $3.92M | Buy |
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|
2023
Q4 | $2.93M | Buy |
|
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $992K | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $6.96M | Buy |
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|
2021
Q4 | $6.47M | Buy |
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|
2021
Q3 | $5.16M | Buy |
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|
2021
Q2 | $4.74M | Buy |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $639K | Buy |
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