XML Financial’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 | $849K | Buy |
34,723
+366
| +1% | +$8.95K | 0.07% | 188 |
|
|
2025
Q1 | $759K | Buy |
34,357
+133
| +0.4% | +$2.94K | 0.07% | 186 |
|
|
2024
Q4 | $793K | Buy |
34,224
+42
| +0.1% | +$974 | 0.07% | 187 |
|
|
2024
Q3 | $773K | Buy |
34,182
+78
| +0.2% | +$1.76K | 0.07% | 190 |
|
|
2024
Q2 | $730K | Hold |
34,104
| – | – | 0.07% | 189 |
|
|
2024
Q1 | $706K | Buy |
+34,104
| New | +$706K | 0.07% | 194 |
|