Waverly Advisors’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
Q2 | $12M | Buy |
492,590
+187
| +0% | +$4.57K | 0.13% | 166 |
|
|
2025
Q1 | $10.9M | Buy |
492,403
+185,368
| +60% | +$4.09M | 0.13% | 170 |
|
|
2024
Q4 | $7.12M | Buy |
307,035
+3,099
| +1% | +$71.8K | 0.11% | 178 |
|
|
2024
Q3 | $6.87M | Buy |
303,936
+2,610
| +0.9% | +$59K | 0.13% | 156 |
|
|
2024
Q2 | $6.45M | Buy |
301,326
+23,289
| +8% | +$499K | 0.13% | 153 |
|
|
2024
Q1 | $5.75M | Buy |
278,037
+172,302
| +163% | +$3.56M | 0.14% | 128 |
|
|
2023
Q4 | $1.99M | Buy |
105,735
+1,026
| +1% | +$19.3K | 0.07% | 149 |
|
|
2023
Q3 | $1.77M | Buy |
104,709
+231
| +0.2% | +$3.9K | 0.08% | 148 |
|
|
2023
Q2 | $1.82M | Buy |
104,478
+8,871
| +9% | +$155K | 0.08% | 134 |
|
|
2023
Q1 | $1.54M | Buy |
95,607
+1,635
| +2% | +$26.4K | 0.08% | 118 |
|
|
2022
Q4 | $1.41M | Buy |
93,972
+24
| +0% | +$361 | 0.08% | 111 |
|
|
2022
Q3 | $1.33M | Buy |
+93,948
| New | +$1.33M | 0.09% | 93 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 336 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 409 |
|