Westside Investment Management’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 | $20.1K | Sell |
823
-171
| -17% | -$4.18K | ﹤0.01% | 680 |
|
|
2025
Q1 | $22K | Buy |
994
+171
| +21% | +$3.78K | ﹤0.01% | 545 |
|
|
2024
Q4 | $19.1K | Buy |
823
+343
| +71% | +$7.96K | ﹤0.01% | 576 |
|
|
2024
Q3 | $10.9K | Hold |
480
| – | – | ﹤0.01% | 669 |
|
|
2024
Q2 | $10.3K | Hold |
480
| – | – | ﹤0.01% | 653 |
|
|
2024
Q1 | $9.93K | Hold |
480
| – | – | ﹤0.01% | 628 |
|
|
2023
Q4 | $9.02K | Hold |
480
| – | – | ﹤0.01% | 611 |
|
|
2023
Q3 | $8.1K | Hold |
480
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $8.38K | Hold |
480
| – | – | ﹤0.01% | 620 |
|
|
2023
Q1 | $7.74K | Hold |
480
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $7 | Hold |
480
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $6 | Hold |
480
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $7 | Hold |
480
| – | – | ﹤0.01% | 648 |
|
|
2022
Q1 | $8 | Hold |
480
| – | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $9 | Hold |
480
| – | – | ﹤0.01% | 610 |
|
|
2021
Q3 | $8 | Hold |
480
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $8 | Hold |
480
| – | – | ﹤0.01% | 602 |
|
|
2021
Q1 | $7 | Hold |
480
| – | – | ﹤0.01% | 595 |
|
|
2020
Q4 | $7 | Hold |
480
| – | – | ﹤0.01% | 534 |
|
|
2020
Q3 | $6 | Hold |
480
| – | – | ﹤0.01% | 536 |
|
|
2020
Q2 | $5 | Hold |
480
| – | – | ﹤0.01% | 541 |
|
|
2020
Q1 | $4 | Buy |
+480
| New | +$4 | ﹤0.01% | 554 |
|
|
2019
Q2 | $8 | Buy |
+708
| New | +$8 | ﹤0.01% | 509 |
|