Walker Financial Services’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
Q3 | $948K | Sell |
|
|||||
|
2025
Q2 | $934K | Sell |
|
|||||
|
2025
Q1 | $901K | Sell |
|
|||||
|
2024
Q4 | $965K | Sell |
|
|||||
|
2024
Q3 | $944K | Buy |
|
|||||
|
2024
Q2 | $884K | Sell |
|
|||||
|
2024
Q1 | $883K | Sell |
|
|||||
|
2023
Q4 | $813K | Sell |
|
|||||
|
2023
Q3 | $730K | Sell |
|
|||||
|
2023
Q2 | $783K | Sell |
|
|||||
|
2023
Q1 | $725K | Hold |
|
|||||
|
2022
Q4 | $725K | Sell |
|
|||||
|
2022
Q3 | $669K | Sell |
|
|||||
|
2022
Q2 | $727K | Sell |
|
|||||
|
2022
Q1 | $912K | Buy |
|