Westshore Wealth’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 | $361K | Buy |
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|
2025
Q1 | $325K | Buy |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $231K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | $201K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $267K | Buy |
|