Wade Financial Advisory’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
Q1 | $1.11M | Hold |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $796K | Hold |
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|
2024
Q2 | $753K | Hold |
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|
2024
Q1 | $728K | Hold |
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|
2023
Q4 | $661K | Hold |
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|
2023
Q3 | $593K | Hold |
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|
2023
Q2 | $614K | Hold |
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|
2023
Q1 | $567K | Hold |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $616K | Hold |
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|
2022
Q2 | $650K | Buy |
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|
2022
Q1 | $751K | Buy |
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|
2021
Q4 | $780K | Hold |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $712K | Buy |
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|
2021
Q1 | $648K | Hold |
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|
2020
Q4 | $614K | Hold |
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|
2020
Q3 | $544K | Hold |
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|
2020
Q2 | $500K | Sell |
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|
2020
Q1 | $416K | Hold |
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|
2019
Q4 | $521K | Buy |
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