U.S. Capital Wealth 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 | $9.36M | Sell |
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|
2025
Q2 | $8.96M | Sell |
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|
2025
Q1 | $8.3M | Buy |
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|
2024
Q4 | $8.57M | Sell |
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|
2024
Q3 | $8.42M | Buy |
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|
2024
Q2 | $7.81M | Buy |
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|
2024
Q1 | $7.32M | Buy |
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|
2023
Q4 | $6.36M | Buy |
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|
2023
Q3 | $5.41M | Buy |
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|
2023
Q2 | $4.34M | Buy |
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|
2023
Q1 | $3.82M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $2.92M | Buy |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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