Westshore Wealth’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 | $361K | Buy |
14,782
+43
| +0.3% | +$1.05K | 0.14% | 65 |
|
|
2025
Q1 | $325K | Buy |
14,739
+46
| +0.3% | +$1.02K | 0.14% | 67 |
|
|
2024
Q4 | $341K | Buy |
14,693
+47
| +0.3% | +$1.09K | 0.14% | 63 |
|
|
2024
Q3 | $331K | Buy |
14,646
+90
| +0.6% | +$2.04K | 0.14% | 62 |
|
|
2024
Q2 | $312K | Hold |
14,556
| – | – | 0.13% | 60 |
|
|
2024
Q1 | $301K | Buy |
14,556
+48
| +0.3% | +$993 | 0.13% | 66 |
|
|
2023
Q4 | $273K | Buy |
14,508
+60
| +0.4% | +$1.13K | 0.13% | 65 |
|
|
2023
Q3 | $244K | Buy |
14,448
+54
| +0.4% | +$911 | 0.14% | 71 |
|
|
2023
Q2 | $251K | Buy |
14,394
+51
| +0.4% | +$890 | 0.13% | 87 |
|
|
2023
Q1 | $231K | Buy |
14,343
+57
| +0.4% | +$919 | 0.12% | 95 |
|
|
2022
Q4 | $215K | Buy |
14,286
+63
| +0.4% | +$948 | 0.12% | 99 |
|
|
2022
Q3 | $201K | Buy |
14,223
+60
| +0.4% | +$848 | 0.14% | 88 |
|
|
2022
Q2 | $211K | Buy |
14,163
+57
| +0.4% | +$849 | 0.14% | 88 |
|
|
2022
Q1 | $253K | Buy |
14,106
+42
| +0.3% | +$753 | 0.17% | 81 |
|
|
2021
Q4 | $267K | Buy |
+14,064
| New | +$267K | 0.18% | 69 |
|