55I LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $17.8M | Buy |
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|
2022
Q2 | $17.4M | Buy |
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|
2022
Q1 | $7.79M | Sell |
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|
2021
Q4 | $8.48M | Buy |
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|
2021
Q3 | $6.74M | Sell |
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|
2021
Q2 | $12.4M | Buy |
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|
2021
Q1 | $9.36M | Buy |
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|
2020
Q4 | $8.04M | Sell |
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|
2020
Q3 | $34.6M | Buy |
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|
2020
Q2 | $10.9M | Buy |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $19.3M | Buy |
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|
2019
Q3 | $5.81M | Sell |
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|
2019
Q2 | $8.33M | Sell |
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|
2019
Q1 | $12.3M | Buy |
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|
2018
Q4 | $4.89M | Buy |
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