Adams Chetwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $21.4M | Buy |
1,191,567
+501
| +0% | +$8.99K | 12.12% | 2 |
|
|
2021
Q4 | $22.6M | Sell |
1,191,066
-37,296
| -3% | -$708K | 15.35% | 1 |
|
|
2021
Q3 | $21.3M | Sell |
1,228,362
-162,894
| -12% | -$2.82M | 15.42% | 1 |
|
|
2021
Q2 | $24.1M | Sell |
1,391,256
-89,172
| -6% | -$1.55M | 17.01% | 1 |
|
|
2021
Q1 | $23.7M | Sell |
1,480,428
-88,308
| -6% | -$1.41M | 18.06% | 1 |
|
|
2020
Q4 | $23.8M | Sell |
1,568,736
-2,898
| -0.2% | -$43.9K | 19.72% | 1 |
|
|
2020
Q3 | $21.1M | Sell |
1,571,634
-2,520
| -0.2% | -$33.9K | 20.33% | 1 |
|
|
2020
Q2 | $19.4M | Buy |
1,574,154
+3,240
| +0.2% | +$40K | 19.77% | 1 |
|
|
2020
Q1 | $18.3M | Sell |
1,570,914
-82,368
| -5% | -$959K | 21.41% | 1 |
|
|
2019
Q4 | $21.2M | Buy |
+1,653,282
| New | +$21.2M | 21.65% | 1 |
|