Vise Technologies’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 | $9.36M | Buy |
+382,862
| New | +$9.36M | 0.39% | 46 |
|
|
2024
Q4 | $6.86M | Buy |
296,158
+24,814
| +9% | +$575K | 0.57% | 29 |
|
|
2024
Q3 | $6.14M | Buy |
271,344
+25,593
| +10% | +$579K | 0.78% | 23 |
|
|
2024
Q2 | $5.26M | Sell |
245,751
-6,717
| -3% | -$144K | 0.92% | 23 |
|
|
2024
Q1 | $5.22M | Sell |
252,468
-24,687
| -9% | -$511K | 1.03% | 21 |
|
|
2023
Q4 | $5.21M | Sell |
277,155
-21,786
| -7% | -$410K | 1.12% | 20 |
|
|
2023
Q3 | $5.04M | Sell |
298,941
-26,919
| -8% | -$454K | 1.24% | 19 |
|
|
2023
Q2 | $5.69M | Buy |
325,860
+25,749
| +9% | +$449K | 1.38% | 18 |
|
|
2023
Q1 | $4.84M | Buy |
300,111
+183
| +0.1% | +$2.95K | 1.28% | 18 |
|
|
2022
Q4 | $4.51M | Buy |
299,928
+36,906
| +14% | +$555K | 1.41% | 14 |
|
|
2022
Q3 | $3.71M | Buy |
263,022
+33,129
| +14% | +$468K | 1.4% | 16 |
|
|
2022
Q2 | $3.42M | Buy |
229,893
+129,750
| +130% | +$1.93M | 1.33% | 15 |
|
|
2022
Q1 | $1.8M | Buy |
100,143
+89,541
| +845% | +$1.61M | 0.68% | 46 |
|
|
2021
Q4 | $201K | Buy |
+10,602
| New | +$201K | 0.05% | 134 |
|