William Howard & Co Financial Advisors’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 | $261K | Buy |
10,660
+32
| +0.3% | +$782 | 0.23% | 47 |
|
|
2025
Q1 | $235K | Buy |
10,628
+33
| +0.3% | +$729 | 0.22% | 46 |
|
|
2024
Q4 | $246K | Sell |
10,595
-181
| -2% | -$4.2K | 0.22% | 44 |
|
|
2024
Q3 | $244K | Buy |
10,776
+69
| +0.6% | +$1.56K | 0.21% | 45 |
|
|
2024
Q2 | $229K | Hold |
10,707
| – | – | 0.21% | 41 |
|
|
2024
Q1 | $222K | Buy |
+10,707
| New | +$222K | 0.21% | 40 |
|