Vantage Financial Partners (Wisconsin)’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 | $2.71M | Sell |
111,076
-2,372
| -2% | -$58K | 0.63% | 27 |
|
|
2025
Q1 | $2.5M | Sell |
113,448
-2,053
| -2% | -$45.3K | 0.62% | 26 |
|
|
2024
Q4 | $2.68M | Buy |
115,501
+3,058
| +3% | +$70.9K | 0.67% | 25 |
|
|
2024
Q3 | $2.54M | Sell |
112,443
-522,156
| -82% | -$11.8M | 0.63% | 22 |
|
|
2024
Q2 | $13.6M | Buy |
634,599
+10,965
| +2% | +$235K | 3.53% | 9 |
|
|
2024
Q1 | $12.9M | Buy |
623,634
+7,671
| +1% | +$159K | 3.47% | 8 |
|
|
2023
Q4 | $11.6M | Buy |
615,963
+7,635
| +1% | +$144K | 3.4% | 8 |
|
|
2023
Q3 | $10.3M | Sell |
608,328
-31,425
| -5% | -$530K | 4.03% | 8 |
|
|
2023
Q2 | $11.2M | Sell |
639,753
-825
| -0.1% | -$14.4K | 4.18% | 7 |
|
|
2023
Q1 | $10.3M | Buy |
+640,578
| New | +$10.3M | 4.1% | 5 |
|