YHB Investment Advisors’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 | $3.86M | Buy |
|
|||||
|
2025
Q2 | $3.53M | Buy |
|
|||||
|
2025
Q1 | $2.7M | Buy |
|
|||||
|
2024
Q4 | $2.61M | Buy |
|
|||||
|
2024
Q3 | $2.05M | Buy |
|
|||||
|
2024
Q2 | $1.85M | Buy |
|
|||||
|
2024
Q1 | $1.76M | Buy |
|
|||||
|
2023
Q4 | $1.59M | Sell |
|
|||||
|
2023
Q3 | $1.45M | Buy |
|
|||||
|
2023
Q2 | $1.39M | Sell |
|
|||||
|
2023
Q1 | $1.31M | Sell |
|
|||||
|
2022
Q4 | $1.33M | Buy |
|
|||||
|
2022
Q3 | $904K | Buy |
|
|||||
|
2022
Q2 | $849K | Sell |
|
|||||
|
2022
Q1 | $1.02M | Sell |
|
|||||
|
2021
Q4 | $1.13M | Sell |
|
|||||
|
2021
Q3 | $1.03M | Buy |
|
|||||
|
2021
Q2 | $983K | Buy |
|
|||||
|
2021
Q1 | $926K | Buy |
|
|||||
|
2020
Q4 | $810K | Buy |
|
|||||
|
2020
Q3 | $715K | Buy |
|