Winthrop Advisory Group’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
Q2 | $4.56M | Sell |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $4.43M | Sell |
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|
2024
Q3 | $4.35M | Sell |
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|
2024
Q2 | $4.18M | Sell |
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|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $3.9M | Sell |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $3.68M | Sell |
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|
2023
Q1 | $3.49M | Buy |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $2.3M | Buy |
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