Wealthspire Advisors (New York)’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
Q2 | $143M | Sell |
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|
2025
Q1 | $134M | Buy |
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|
2024
Q4 | $72.1M | Sell |
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|
2024
Q3 | $70.4M | Sell |
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|
2024
Q2 | $67.8M | Sell |
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|
2024
Q1 | $69.2M | Sell |
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|
2023
Q4 | $66.4M | Sell |
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|
2023
Q3 | $61.4M | Sell |
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|
2023
Q2 | $65.3M | Buy |
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|
2023
Q1 | $51.4M | Sell |
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|
2022
Q4 | $48.8M | Buy |
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|
2022
Q3 | $43.1M | Buy |
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|
2022
Q2 | $43.3M | Buy |
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|
2022
Q1 | $36.2M | Buy |
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|
2021
Q4 | $37.4M | Sell |
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|
2021
Q3 | $52.6M | Buy |
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|
2021
Q2 | $36.6M | Sell |
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|
2021
Q1 | $42.3M | Sell |
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|
2020
Q4 | $44.6M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $38.9M | Buy |
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