AA
Addison Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-301
| Closed | -$17K | – | 733 |
|
|
2023
Q4 | $17K | Buy |
301
+278
| +1,209% | +$15.7K | 0.01% | 462 |
|
|
2023
Q3 | $1.16K | Buy |
23
+7
| +44% | +$354 | ﹤0.01% | 611 |
|
|
2023
Q2 | $838 | Sell |
16
-50
| -76% | -$2.62K | ﹤0.01% | 585 |
|
|
2023
Q1 | $3.19K | Hold |
66
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $2.98K | Buy |
+66
| New | +$2.98K | ﹤0.01% | 537 |
|
|
2022
Q2 | – | Sell |
-64
| Closed | -$3K | – | 760 |
|
|
2022
Q1 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 565 |
|