United Advisor Group’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 | $6.96M | Buy |
284,909
+69,733
| +32% | +$1.7M | 1.2% | 16 |
|
|
2025
Q1 | $4.75M | Buy |
215,176
+9,833
| +5% | +$217K | 0.97% | 23 |
|
|
2024
Q4 | $4.76M | Buy |
205,343
+13,691
| +7% | +$317K | 0.94% | 26 |
|
|
2024
Q3 | $4.33M | Sell |
191,652
-112,533
| -37% | -$2.55M | 0.98% | 21 |
|
|
2024
Q2 | $6.51M | Sell |
304,185
-26,448
| -8% | -$566K | 2.02% | 9 |
|
|
2024
Q1 | $6.84M | Sell |
330,633
-155,889
| -32% | -$3.22M | 2.57% | 6 |
|
|
2023
Q4 | $13.7M | Buy |
+486,522
| New | +$13.7M | 16.48% | 1 |
|