Welch Group’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 | $247K | Sell |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $1.88K | Buy |
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|
2018
Q2 | $335K | Buy |
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|
2018
Q1 | $121K | Buy |
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