UP Strategic Wealth Investment 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 | $15.8M | Buy |
644,696
+80,332
| +14% | +$1.96M | 12.29% | 2 |
|
|
2025
Q1 | $12.5M | Buy |
564,364
+159,269
| +39% | +$3.52M | 11.08% | 2 |
|
|
2024
Q4 | $9.39M | Buy |
405,095
+368
| +0.1% | +$8.53K | 9.39% | 2 |
|
|
2024
Q3 | $9.15M | Buy |
404,727
+16,161
| +4% | +$366K | 10.24% | 2 |
|
|
2024
Q2 | $8.32M | Buy |
388,566
+42,618
| +12% | +$913K | 12.6% | 1 |
|
|
2024
Q1 | $7.16M | Buy |
345,948
+27,417
| +9% | +$567K | 11.71% | 1 |
|
|
2023
Q4 | $5.99M | Buy |
+318,531
| New | +$5.99M | 10.92% | 2 |
|