AdvicePeriod’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
Q2 | – | Sell |
-173,388
| Closed | -$1.77M | – | 86 |
|
|
2020
Q1 | $1.77M | Buy |
173,388
+41,340
| +31% | +$422K | 0.18% | 59 |
|
|
2019
Q4 | $1.69M | Sell |
132,048
-3,660
| -3% | -$46.8K | 0.15% | 60 |
|
|
2019
Q3 | $1.6M | Sell |
135,708
-12,468
| -8% | -$147K | 0.15% | 55 |
|
|
2019
Q2 | $1.73M | Buy |
+148,176
| New | +$1.73M | 0.16% | 55 |
|