Worth Asset 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 | $2.38M | Sell |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $3.28M | Buy |
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