VanderPol Investments’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 | $6.61M | Buy |
270,486
+16,336
| +6% | +$399K | 13.89% | 1 |
|
|
2025
Q1 | $5.61M | Buy |
254,150
+38,245
| +18% | +$844K | 11.86% | 2 |
|
|
2024
Q4 | $5M | Buy |
215,905
+64,075
| +42% | +$1.49M | 10.94% | 2 |
|
|
2024
Q3 | $3.43M | Sell |
151,830
-915
| -0.6% | -$20.7K | 7.65% | 3 |
|
|
2024
Q2 | $3.27M | Buy |
152,745
+13,041
| +9% | +$279K | 9.93% | 1 |
|
|
2024
Q1 | $2.89M | Buy |
139,704
+19,761
| +16% | +$409K | 8.29% | 2 |
|
|
2023
Q4 | $2.25M | Buy |
+119,943
| New | +$2.25M | 7.68% | 2 |
|