Visionary Wealth Advisors’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
Q2 | $3.78M | Buy |
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|
2025
Q1 | $3.16M | Buy |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.82M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.38M | Buy |
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|
2023
Q4 | $2M | Buy |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $899K | Buy |
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|
2022
Q2 | $930K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $950K | Buy |
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|
2021
Q3 | $762K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $699K | Sell |
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|
2020
Q4 | $801K | Sell |
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|
2020
Q3 | $919K | Buy |
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|
2020
Q2 | $807K | Sell |
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|
2020
Q1 | $7.77M | Sell |
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|
2019
Q4 | $13M | Buy |
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