WealthPLAN Partners’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 | $744K | Buy |
30,440
+966
| +3% | +$23.6K | 0.12% | 145 |
|
|
2025
Q1 | $651K | Sell |
29,474
-637
| -2% | -$14.1K | 0.09% | 153 |
|
|
2024
Q4 | $698K | Sell |
30,111
-59,148
| -66% | -$1.37M | 0.1% | 145 |
|
|
2024
Q3 | $2.02M | Sell |
89,259
-3,849
| -4% | -$87.1K | 0.27% | 93 |
|
|
2024
Q2 | $1.99M | Sell |
93,108
-1,260
| -1% | -$27K | 0.21% | 108 |
|
|
2024
Q1 | $1.95M | Sell |
94,368
-2,271
| -2% | -$47K | 0.2% | 118 |
|
|
2023
Q4 | $1.82M | Sell |
96,639
-1,008
| -1% | -$19K | 0.19% | 122 |
|
|
2023
Q3 | $1.65M | Buy |
97,647
+1,509
| +2% | +$25.5K | 0.19% | 116 |
|
|
2023
Q2 | $1.68M | Sell |
96,138
-381
| -0.4% | -$6.65K | 0.24% | 101 |
|
|
2023
Q1 | $1.56M | Buy |
96,519
+33
| +0% | +$532 | 0.18% | 113 |
|
|
2022
Q4 | $1.57M | Buy |
+96,486
| New | +$1.57M | 0.11% | 137 |
|
|
2022
Q1 | $1.13M | Buy |
68,997
+3,345
| +5% | +$54.6K | 0.08% | 162 |
|
|
2021
Q4 | $1.17M | Sell |
65,652
-2,820
| -4% | -$50.4K | 0.08% | 162 |
|
|
2021
Q3 | $1.29M | Sell |
68,472
-3,126
| -4% | -$58.7K | 0.09% | 150 |
|
|
2021
Q2 | $1.28M | Buy |
71,598
+1,362
| +2% | +$24.4K | 0.09% | 134 |
|
|
2021
Q1 | $1.18M | Sell |
70,236
-2,850
| -4% | -$47.8K | 0.09% | 132 |
|
|
2020
Q4 | $1.15M | Sell |
73,086
-882
| -1% | -$13.9K | 0.1% | 128 |
|
|
2020
Q3 | $1.05M | Sell |
73,968
-3,942
| -5% | -$55.9K | 0.1% | 122 |
|
|
2020
Q2 | $1.05M | Sell |
77,910
-9,876
| -11% | -$133K | 0.11% | 118 |
|
|
2020
Q1 | $995K | Sell |
87,786
-5,202
| -6% | -$59K | 0.13% | 107 |
|
|
2019
Q4 | $1.25M | Sell |
92,988
-7,860
| -8% | -$106K | 0.15% | 96 |
|
|
2019
Q3 | $1.24M | Sell |
100,848
-1,974
| -2% | -$24.3K | 0.17% | 97 |
|
|
2019
Q2 | $1.2M | Buy |
102,822
+53,952
| +110% | +$629K | 0.18% | 94 |
|
|
2019
Q1 | $555K | Buy |
48,870
+4,392
| +10% | +$49.9K | 0.09% | 156 |
|
|
2018
Q4 | $492K | Sell |
44,478
-3,708
| -8% | -$41K | 0.08% | 155 |
|
|
2018
Q3 | $507K | Buy |
48,186
+20,832
| +76% | +$219K | 0.09% | 140 |
|
|
2018
Q2 | $296K | Buy |
+27,354
| New | +$296K | 0.06% | 190 |
|
|
2015
Q2 | $41K | Buy |
+4,998
| New | +$41K | 0.02% | 192 |
|