Zhang Financial’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 | $2.68M | Buy |
|
|||||
|
2025
Q2 | $2.47M | Buy |
|
|||||
|
2025
Q1 | $2.14M | Sell |
|
|||||
|
2024
Q4 | $2.25M | Sell |
|
|||||
|
2024
Q3 | $2.2M | Sell |
|
|||||
|
2024
Q2 | $2.22M | Buy |
|
|||||
|
2024
Q1 | $2.04M | Sell |
|
|||||
|
2023
Q4 | $2.28M | Sell |
|
|||||
|
2023
Q3 | $2.52M | Buy |
|
|||||
|
2023
Q2 | $2.6M | Buy |
|
|||||
|
2023
Q1 | $2.35M | Buy |
|
|||||
|
2022
Q4 | $2.08M | Buy |
|
|||||
|
2022
Q3 | $1.15M | Sell |
|
|||||
|
2022
Q2 | $1.23M | Sell |
|
|||||
|
2022
Q1 | $2.48M | Buy |
|
|||||
|
2021
Q4 | $1.2M | Buy |
|
|||||
|
2021
Q3 | $1.01M | Buy |
|
|||||
|
2021
Q2 | $718K | Buy |
|
|||||
|
2021
Q1 | $272K | Buy |
|