Warwick Investment Management’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 | $1.78M | Hold |
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|
2025
Q2 | $1.65M | Hold |
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|
2025
Q1 | $1.49M | Hold |
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|
2024
Q4 | $1.57M | Hold |
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|
2024
Q3 | $1.53M | Hold |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.27M | Hold |
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|
2023
Q3 | $1.14M | Hold |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.33M | Buy |
|