Vertex Planning Partners’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 | $612K | Hold |
25,051
| – | – | 0.13% | 92 |
|
|
2025
Q1 | $553K | Buy |
25,051
+1
| +0% | +$22 | 0.12% | 96 |
|
|
2024
Q4 | $581K | Hold |
25,050
| – | – | 0.13% | 94 |
|
|
2024
Q3 | $567K | Hold |
25,050
| – | – | 0.14% | 82 |
|
|
2024
Q2 | $536K | Hold |
25,050
| – | – | 0.14% | 80 |
|
|
2024
Q1 | $518K | Sell |
25,050
-570
| -2% | -$11.8K | 0.14% | 86 |
|
|
2023
Q4 | $482K | Hold |
25,620
| – | – | 0.14% | 85 |
|
|
2023
Q3 | $432K | Hold |
25,620
| – | – | 0.15% | 75 |
|
|
2023
Q2 | $447K | Hold |
25,620
| – | – | 0.15% | 73 |
|
|
2023
Q1 | $413K | Buy |
25,620
+834
| +3% | +$13.4K | 0.16% | 70 |
|
|
2022
Q4 | $373K | Buy |
+24,786
| New | +$373K | 0.15% | 89 |
|