API
Advisor Partners II’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.96M | Hold |
38,706
| – | – | 0.08% | 277 |
|
|
2023
Q2 | $2.03M | Hold |
38,706
| – | – | 0.1% | 211 |
|
|
2023
Q1 | $1.87M | Hold |
38,706
| – | – | 0.1% | 202 |
|
|
2022
Q4 | $1.75M | Sell |
38,706
-247
| -0.6% | -$11.1K | 0.11% | 209 |
|
|
2022
Q3 | $1.65M | Buy |
+38,953
| New | +$1.65M | 0.12% | 169 |
|