TruNorth Capital Management’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 | $51.6K | Hold |
2,112
| – | – | 0.01% | 161 |
|
|
2025
Q1 | $46.6K | Hold |
2,112
| – | – | 0.01% | 218 |
|
|
2024
Q4 | $49K | Hold |
2,112
| – | – | 0.01% | 150 |
|
|
2024
Q3 | $47.8K | Buy |
2,112
+789
| +60% | +$17.8K | 0.01% | 156 |
|
|
2024
Q2 | $28.3K | Hold |
1,323
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $27.4K | Buy |
+1,323
| New | +$27.4K | 0.01% | 136 |
|