Williams Jones Wealth Management’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 | $736K | Sell |
|
|||||
|
2025
Q2 | $683K | Hold |
|
|||||
|
2025
Q1 | $617K | Buy |
|
|||||
|
2024
Q4 | $545K | Sell |
|
|||||
|
2024
Q3 | $535K | Buy |
|
|||||
|
2024
Q2 | $494K | Buy |
|
|||||
|
2024
Q1 | $476K | Buy |
|
|||||
|
2023
Q4 | $429K | Sell |
|
|||||
|
2023
Q3 | $390K | Buy |
|
|||||
|
2023
Q2 | $370K | Buy |
|
|||||
|
2023
Q1 | $301K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $204K | Buy |
|
|||||
|
2021
Q4 | $215K | Buy |
|