Vertex Planning 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 | $660K | Hold |
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|
2025
Q2 | $612K | Hold |
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|
2025
Q1 | $553K | Buy |
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|
2024
Q4 | $581K | Hold |
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|
2024
Q3 | $567K | Hold |
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|
2024
Q2 | $536K | Hold |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $482K | Hold |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $447K | Hold |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $373K | Buy |
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