U.S. Capital Wealth 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 | $8.96M | Sell |
366,480
-9,649
| -3% | -$236K | 0.26% | 100 |
|
|
2025
Q1 | $8.3M | Buy |
376,129
+6,328
| +2% | +$140K | 0.25% | 104 |
|
|
2024
Q4 | $8.57M | Sell |
369,801
-2,391
| -0.6% | -$55.4K | 0.27% | 78 |
|
|
2024
Q3 | $8.42M | Buy |
372,192
+7,611
| +2% | +$172K | 0.3% | 79 |
|
|
2024
Q2 | $7.81M | Buy |
364,581
+10,614
| +3% | +$227K | 0.3% | 73 |
|
|
2024
Q1 | $7.32M | Buy |
353,967
+15,768
| +5% | +$326K | 0.28% | 83 |
|
|
2023
Q4 | $6.36M | Buy |
338,199
+17,583
| +5% | +$331K | 0.25% | 97 |
|
|
2023
Q3 | $5.41M | Buy |
320,616
+71,775
| +29% | +$1.21M | 0.24% | 92 |
|
|
2023
Q2 | $4.34M | Buy |
248,841
+11,886
| +5% | +$207K | 0.21% | 113 |
|
|
2023
Q1 | $3.82M | Buy |
236,955
+7,332
| +3% | +$118K | 0.18% | 120 |
|
|
2022
Q4 | $3.46M | Buy |
229,623
+22,614
| +11% | +$340K | 0.16% | 130 |
|
|
2022
Q3 | $2.92M | Buy |
207,009
+18,780
| +10% | +$265K | 0.15% | 140 |
|
|
2022
Q2 | $2.8M | Buy |
188,229
+22,533
| +14% | +$335K | 0.12% | 167 |
|
|
2022
Q1 | $2.97M | Buy |
165,696
+66,054
| +66% | +$1.19M | 0.11% | 186 |
|
|
2021
Q4 | $1.89M | Buy |
99,642
+7,842
| +9% | +$149K | 0.07% | 268 |
|
|
2021
Q3 | $1.59M | Buy |
+91,800
| New | +$1.59M | 0.07% | 299 |
|