Venture Visionary Partners’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 | $965K | Sell |
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|
2025
Q2 | $924K | Buy |
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|
2025
Q1 | $780K | Buy |
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|
2024
Q4 | $805K | Buy |
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|
2024
Q3 | $782K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $990K | Sell |
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|
2023
Q4 | $936K | Sell |
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|
2023
Q3 | $932K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $985K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $966K | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $2.14M | Sell |
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|
2020
Q4 | $2.92M | Buy |
|