Wade Financial Advisory’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
Q1 | $1.11M | Hold |
50,406
| – | – | 0.38% | 37 |
|
|
2024
Q4 | $1.17M | Buy |
50,406
+15,228
| +43% | +$353K | 0.4% | 36 |
|
|
2024
Q3 | $796K | Hold |
35,178
| – | – | 0.27% | 44 |
|
|
2024
Q2 | $753K | Hold |
35,178
| – | – | 0.27% | 44 |
|
|
2024
Q1 | $728K | Hold |
35,178
| – | – | 0.27% | 46 |
|
|
2023
Q4 | $661K | Hold |
35,178
| – | – | 0.25% | 47 |
|
|
2023
Q3 | $593K | Hold |
35,178
| – | – | 0.25% | 45 |
|
|
2023
Q2 | $614K | Hold |
35,178
| – | – | 0.24% | 45 |
|
|
2023
Q1 | $567K | Hold |
35,178
| – | – | 0.24% | 45 |
|
|
2022
Q4 | $529K | Sell |
35,178
-8,466
| -19% | -$127K | 0.24% | 49 |
|
|
2022
Q3 | $616K | Hold |
43,644
| – | – | 0.31% | 44 |
|
|
2022
Q2 | $650K | Buy |
43,644
+1,830
| +4% | +$27.3K | 0.31% | 44 |
|
|
2022
Q1 | $751K | Buy |
41,814
+708
| +2% | +$12.7K | 0.32% | 43 |
|
|
2021
Q4 | $780K | Hold |
41,106
| – | – | 0.41% | 40 |
|
|
2021
Q3 | $713K | Hold |
41,106
| – | – | 0.4% | 40 |
|
|
2021
Q2 | $712K | Buy |
41,106
+600
| +1% | +$10.4K | 0.39% | 41 |
|
|
2021
Q1 | $648K | Hold |
40,506
| – | – | 0.41% | 40 |
|
|
2020
Q4 | $614K | Hold |
40,506
| – | – | 0.41% | 39 |
|
|
2020
Q3 | $544K | Hold |
40,506
| – | – | 0.43% | 42 |
|
|
2020
Q2 | $500K | Sell |
40,506
-216
| -0.5% | -$2.67K | 0.43% | 42 |
|
|
2020
Q1 | $416K | Hold |
40,722
| – | – | 0.42% | 41 |
|
|
2019
Q4 | $521K | Buy |
+40,722
| New | +$521K | 0.46% | 35 |
|