Vernal Point 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 | $1.22M | Hold |
49,806
| – | – | 0.71% | 14 |
|
2025
Q1 | $1.1M | Hold |
49,806
| – | – | 0.73% | 13 |
|
2024
Q4 | $1.15M | Hold |
49,806
| – | – | 0.79% | 14 |
|
2024
Q3 | $1.13M | Hold |
49,806
| – | – | 0.87% | 14 |
|
2024
Q2 | $1.07M | Hold |
49,806
| – | – | 0.76% | 14 |
|
2024
Q1 | $1.03M | Hold |
49,806
| – | – | 0.88% | 15 |
|
2023
Q4 | $936K | Buy |
+49,806
| New | +$936K | 0.97% | 14 |
|