WealthShield Partners’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 | $2.92M | Sell |
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|
2025
Q2 | $2.73M | Sell |
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|
2025
Q1 | $2.62M | Buy |
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|
2024
Q4 | $2.75M | Sell |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.42M | Buy |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $697K | Buy |
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|
2021
Q1 | $568K | Sell |
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|
2020
Q4 | $685K | Buy |
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|
2020
Q3 | $2K | Buy |
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