TrueWealth Advisors’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 | $727K | Hold |
29,757
| – | – | 0.22% | 81 |
|
|
2025
Q1 | $657K | Hold |
29,757
| – | – | 0.22% | 82 |
|
|
2024
Q4 | $690K | Hold |
29,757
| – | – | 0.23% | 84 |
|
|
2024
Q3 | $673K | Hold |
29,757
| – | – | 0.22% | 85 |
|
|
2024
Q2 | $637K | Buy |
29,757
+7,929
| +36% | +$170K | 0.24% | 80 |
|
|
2024
Q1 | $452K | Hold |
21,828
| – | – | 0.17% | 100 |
|
|
2023
Q4 | $410K | Hold |
21,828
| – | – | 0.16% | 105 |
|
|
2023
Q3 | $368K | Hold |
21,828
| – | – | 0.16% | 104 |
|
|
2023
Q2 | $381K | Sell |
21,828
-2,400
| -10% | -$41.9K | 0.16% | 102 |
|
|
2023
Q1 | $391K | Hold |
24,228
| – | – | 0.16% | 95 |
|
|
2022
Q4 | $365K | Hold |
24,228
| – | – | 0.16% | 108 |
|
|
2022
Q3 | $342K | Sell |
24,228
-2,922
| -11% | -$41.2K | 0.16% | 100 |
|
|
2022
Q2 | $404K | Buy |
27,150
+12,825
| +90% | +$191K | 0.19% | 98 |
|
|
2022
Q1 | $543K | Sell |
14,325
-14,325
| -50% | -$543K | 0.24% | 84 |
|
|
2021
Q4 | $543K | Buy |
28,650
+138
| +0.5% | +$2.62K | 0.24% | 84 |
|
|
2021
Q3 | $494K | Sell |
28,512
-408
| -1% | -$7.07K | 0.28% | 73 |
|
|
2021
Q2 | $501K | Hold |
28,920
| – | – | 0.29% | 67 |
|
|
2021
Q1 | $482K | Hold |
28,920
| – | – | 0.31% | 65 |
|
|
2020
Q4 | $445K | Buy |
+28,920
| New | +$445K | 0.38% | 51 |
|