Wealth Architects’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,715
| Closed | -$242K | – | 218 |
|
|
2024
Q1 | $242K | Hold |
11,715
| – | – | 0.03% | 177 |
|
|
2023
Q4 | $220K | Sell |
11,715
-1,107
| -9% | -$20.8K | 0.03% | 180 |
|
|
2023
Q3 | $216K | Sell |
12,822
-285
| -2% | -$4.81K | 0.04% | 170 |
|
|
2023
Q2 | $229K | Hold |
13,107
| – | – | 0.04% | 166 |
|
|
2023
Q1 | $211K | Sell |
13,107
-2,268
| -15% | -$36.6K | 0.04% | 172 |
|
|
2022
Q4 | $231K | Buy |
+15,375
| New | +$231K | 0.04% | 154 |
|
|
2022
Q2 | – | Sell |
-12,951
| Closed | -$232K | – | 204 |
|
|
2022
Q1 | $232K | Sell |
12,951
-261
| -2% | -$4.68K | 0.04% | 175 |
|
|
2021
Q4 | $251K | Buy |
+13,212
| New | +$251K | 0.04% | 162 |
|