Advisor Partners’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
Q2 | $1.74M | Sell |
116,859
-825
| -0.7% | -$12.3K | 0.12% | 183 |
|
|
2022
Q1 | $2.11M | Buy |
117,684
+2,652
| +2% | +$47.6K | 0.13% | 153 |
|
|
2021
Q4 | $2.18M | Hold |
115,032
| – | – | 0.13% | 154 |
|
|
2021
Q3 | $1.99M | Hold |
115,032
| – | – | 0.13% | 155 |
|
|
2021
Q2 | $2M | Hold |
115,032
| – | – | 0.13% | 156 |
|
|
2021
Q1 | $1.84M | Hold |
115,032
| – | – | 0.13% | 155 |
|
|
2020
Q4 | $1.75M | Buy |
+115,032
| New | +$1.75M | 0.13% | 153 |
|