Williams & Novak’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 | $593K | Hold |
24,270
| – | – | 0.5% | 56 |
|
|
2025
Q1 | $538K | Hold |
24,270
| – | – | 0.53% | 51 |
|
|
2024
Q4 | $563K | Hold |
24,270
| – | – | 0.54% | 49 |
|
|
2024
Q3 | $549K | Sell |
24,270
-273
| -1% | -$6.17K | 0.51% | 54 |
|
|
2024
Q2 | $526K | Buy |
24,543
+201
| +0.8% | +$4.31K | 0.49% | 51 |
|
|
2024
Q1 | $458K | Hold |
24,342
| – | – | 0.52% | 48 |
|
|
2023
Q4 | $458K | Buy |
+24,342
| New | +$458K | 0.52% | 48 |
|