Verity & Verity’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 | $346K | Hold |
14,173
| – | – | 0.03% | 110 |
|
2025
Q1 | $313K | Hold |
14,173
| – | – | 0.03% | 109 |
|
2024
Q4 | $329K | Sell |
14,173
-473
| -3% | -$11K | 0.03% | 113 |
|
2024
Q3 | $331K | Hold |
14,646
| – | – | 0.03% | 97 |
|
2024
Q2 | $314K | Sell |
14,646
-3
| -0% | -$64 | 0.03% | 96 |
|
2024
Q1 | $303K | Buy |
+14,649
| New | +$303K | 0.03% | 95 |
|