Truvestments Capital’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
Q1 | – | Sell |
-297
| Closed | -$6.88K | – | 1141 |
|
2024
Q4 | $6.88K | Hold |
297
| – | – | ﹤0.01% | 660 |
|
2024
Q3 | $6.72K | Buy |
+297
| New | +$6.72K | ﹤0.01% | 643 |
|
2024
Q1 | – | Sell |
-732
| Closed | -$13.8K | – | 849 |
|
2023
Q4 | $13.8K | Buy |
+732
| New | +$13.8K | 0.01% | 490 |
|
2022
Q4 | – | Sell |
-195
| Closed | -$3K | – | 957 |
|
2022
Q3 | $3K | Hold |
195
| – | – | ﹤0.01% | 523 |
|
2022
Q2 | $3K | Buy |
+195
| New | +$3K | ﹤0.01% | 538 |
|