Ackerman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-60,870
| Closed | -$779K | – | 182 |
|
|
2019
Q4 | $779K | Buy |
60,870
+4,800
| +9% | +$61.4K | 0.23% | 56 |
|
|
2019
Q3 | $663K | Buy |
56,070
+174
| +0.3% | +$2.06K | 0.23% | 58 |
|
|
2019
Q2 | $654 | Buy |
55,896
+1,146
| +2% | +$13 | ﹤0.01% | 97 |
|
|
2019
Q1 | $617 | Buy |
54,750
+930
| +2% | +$10 | ﹤0.01% | 100 |
|
|
2018
Q4 | $536 | Buy |
+53,820
| New | +$536 | 0.04% | 98 |
|