Voisard Asset Management Group’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 | $4.62M | Sell |
189,024
-22,408
| -11% | -$548K | 1.19% | 16 |
|
|
2025
Q1 | $4.67M | Sell |
211,432
-45,481
| -18% | -$1M | 1.36% | 16 |
|
|
2024
Q4 | $5.96M | Sell |
256,913
-166,549
| -39% | -$3.86M | 1.99% | 13 |
|
|
2024
Q3 | $9.58M | Buy |
423,462
+25,875
| +7% | +$585K | 3.99% | 8 |
|
|
2024
Q2 | $8.52M | Sell |
397,587
-11,952
| -3% | -$256K | 4.16% | 8 |
|
|
2024
Q1 | $8.47M | Sell |
409,539
-15,069
| -4% | -$312K | 4.77% | 6 |
|
|
2023
Q4 | $7.98M | Buy |
+424,608
| New | +$7.98M | 4.8% | 5 |
|