WealthPlan Investment Management’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 | $6.11M | Buy |
250,064
+191,699
| +328% | +$4.69M | 0.45% | 74 |
|
|
2025
Q1 | $1.29M | Sell |
58,365
-603
| -1% | -$13.3K | 0.13% | 121 |
|
|
2024
Q4 | $1.37M | Buy |
+58,968
| New | +$1.37M | 0.14% | 118 |
|
|
2023
Q1 | – | Sell |
-96,486
| Closed | -$1.57M | – | 546 |
|
|
2022
Q4 | $1.57M | Buy |
96,486
+4,464
| +5% | +$72.7K | 0.11% | 138 |
|
|
2022
Q3 | $1.42M | Buy |
+92,022
| New | +$1.42M | 0.1% | 138 |
|
|
2022
Q1 | $1.13M | Buy |
+68,997
| New | +$1.13M | 0.08% | 162 |
|