VERITY Wealth 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 | $3.19M | Hold |
130,640
| – | – | 2.14% | 8 |
|
|
2025
Q1 | $2.88M | Sell |
130,640
-4,111
| -3% | -$90.8K | 2.14% | 8 |
|
|
2024
Q4 | $3.12M | Hold |
134,751
| – | – | 2.25% | 7 |
|
|
2024
Q3 | $3.05M | Hold |
134,751
| – | – | 2.14% | 8 |
|
|
2024
Q2 | $2.89M | Hold |
134,751
| – | – | 2.16% | 8 |
|
|
2024
Q1 | $2.79M | Sell |
134,751
-855
| -0.6% | -$17.7K | 2.14% | 9 |
|
|
2023
Q4 | $2.55M | Hold |
135,606
| – | – | 2.19% | 9 |
|
|
2023
Q3 | $2.29M | Sell |
135,606
-6,288
| -4% | -$106K | 2.15% | 10 |
|
|
2023
Q2 | $2.48M | Buy |
141,894
+549
| +0.4% | +$9.58K | 2.22% | 10 |
|
|
2023
Q1 | $2.28M | Hold |
141,345
| – | – | 2.11% | 10 |
|
|
2022
Q4 | $2.13M | Hold |
141,345
| – | – | 2.09% | 10 |
|
|
2022
Q3 | $2M | Hold |
141,345
| – | – | 2.05% | 10 |
|
|
2022
Q2 | $2.1M | Buy |
141,345
+21,933
| +18% | +$326K | 2.04% | 11 |
|
|
2022
Q1 | $2.14M | Hold |
119,412
| – | – | 1.89% | 13 |
|
|
2021
Q4 | $2.27M | Sell |
119,412
-108
| -0.1% | -$2.05K | 1.88% | 14 |
|
|
2021
Q3 | $2.07M | Sell |
119,520
-7,764
| -6% | -$135K | 1.85% | 14 |
|
|
2021
Q2 | $2.21M | Sell |
127,284
-46,884
| -27% | -$813K | 2% | 13 |
|
|
2021
Q1 | $2.79M | Sell |
174,168
-1,050
| -0.6% | -$16.8K | 2.47% | 10 |
|
|
2020
Q4 | $2.66M | Sell |
175,218
-13,236
| -7% | -$201K | 2.41% | 10 |
|
|
2020
Q3 | $2.53M | Sell |
188,454
-15,426
| -8% | -$207K | 2.59% | 10 |
|
|
2020
Q2 | $2.52M | Sell |
203,880
-25,818
| -11% | -$319K | 2.69% | 10 |
|
|
2020
Q1 | $2.35M | Sell |
229,698
-242,292
| -51% | -$2.47M | 3.19% | 10 |
|
|
2019
Q4 | $6.04M | Buy |
471,990
+25,068
| +6% | +$321K | 5.82% | 5 |
|
|
2019
Q3 | $5.28M | Sell |
446,922
-18,768
| -4% | -$222K | 5.2% | 5 |
|
|
2019
Q2 | $5.45M | Buy |
465,690
+159,378
| +52% | +$1.86M | 5.36% | 6 |
|
|
2019
Q1 | $3.45M | Buy |
306,312
+35,874
| +13% | +$404K | 3.53% | 10 |
|
|
2018
Q4 | $2.69M | Buy |
+270,438
| New | +$2.69M | 3.1% | 12 |
|