TrueWealth 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
Q3 | $784K | Hold |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $657K | Hold |
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|
2024
Q4 | $690K | Hold |
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|
2024
Q3 | $673K | Hold |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $368K | Hold |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $391K | Hold |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $501K | Hold |
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|
2021
Q1 | $482K | Hold |
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|
2020
Q4 | $445K | Buy |
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