Waverly Advisors’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 | $13M | Buy |
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2025
Q2 | $12M | Buy |
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|
2025
Q1 | $10.9M | Buy |
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|
2024
Q4 | $7.12M | Buy |
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|
2024
Q3 | $6.87M | Buy |
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|
2024
Q2 | $6.45M | Buy |
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|
2024
Q1 | $5.75M | Buy |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.54M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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