WealthShield 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 | $2.73M | Sell |
111,557
-7,309
| -6% | -$179K | 0.33% | 88 |
|
|
2025
Q1 | $2.62M | Buy |
118,866
+428
| +0.4% | +$9.45K | 0.34% | 87 |
|
|
2024
Q4 | $2.75M | Sell |
118,438
-2,042
| -2% | -$47.3K | 0.39% | 76 |
|
|
2024
Q3 | $2.72M | Buy |
120,480
+168
| +0.1% | +$3.8K | 0.37% | 78 |
|
|
2024
Q2 | $2.58M | Buy |
120,312
+3,249
| +3% | +$69.8K | 0.39% | 75 |
|
|
2024
Q1 | $2.42M | Buy |
117,063
+4,542
| +4% | +$94K | 0.39% | 77 |
|
|
2023
Q4 | $2.12M | Buy |
112,521
+123
| +0.1% | +$2.31K | 0.35% | 85 |
|
|
2023
Q3 | $1.9M | Buy |
112,398
+1,047
| +0.9% | +$17.7K | 0.29% | 98 |
|
|
2023
Q2 | $1.94M | Buy |
111,351
+6,462
| +6% | +$113K | 0.29% | 90 |
|
|
2023
Q1 | $1.69M | Buy |
104,889
+4,221
| +4% | +$68.1K | 0.27% | 98 |
|
|
2022
Q4 | $1.52M | Buy |
100,668
+17,112
| +20% | +$258K | 0.29% | 99 |
|
|
2022
Q3 | $1.18M | Buy |
83,556
+3,297
| +4% | +$46.6K | 0.23% | 111 |
|
|
2022
Q2 | $1.2M | Buy |
80,259
+3,612
| +5% | +$53.8K | 0.24% | 108 |
|
|
2022
Q1 | $1.38M | Buy |
+76,647
| New | +$1.38M | 0.22% | 110 |
|
|
2021
Q3 | – | Sell |
-40,242
| Closed | -$697K | – | 642 |
|
|
2021
Q2 | $697K | Buy |
40,242
+4,770
| +13% | +$82.6K | 0.11% | 135 |
|
|
2021
Q1 | $568K | Sell |
35,472
-9,744
| -22% | -$156K | 0.1% | 143 |
|
|
2020
Q4 | $685K | Buy |
45,216
+45,072
| +31,300% | +$683K | 0.13% | 134 |
|
|
2020
Q3 | $2K | Buy |
+144
| New | +$2K | ﹤0.01% | 378 |
|