Wedmont Private Capital’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 | $2.79M | Buy |
112,700
+533
| +0.5% | +$13.2K | 0.12% | 105 |
|
|
2025
Q1 | $2.36M | Buy |
112,167
+81,352
| +264% | +$1.71M | 0.12% | 96 |
|
|
2024
Q4 | $709K | Buy |
30,815
+11
| +0% | +$253 | 0.04% | 290 |
|
|
2024
Q3 | $690K | Sell |
30,804
-112,056
| -78% | -$2.51M | 0.04% | 284 |
|
|
2024
Q2 | $3.15M | Buy |
142,860
+1,377
| +1% | +$30.4K | 0.2% | 69 |
|
|
2024
Q1 | $2.91M | Buy |
141,483
+2,157
| +2% | +$44.3K | 0.21% | 68 |
|
|
2023
Q4 | $2.61M | Buy |
139,326
+109,938
| +374% | +$2.06M | 0.21% | 69 |
|
|
2023
Q3 | $501K | Buy |
+29,388
| New | +$501K | 0.05% | 251 |
|