Advocate Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,669
| Closed | -$219K | – | 118 |
|
|
2024
Q3 | $219K | Hold |
9,669
| – | – | 0.04% | 112 |
|
|
2024
Q2 | $207K | Hold |
9,669
| – | – | 0.04% | 115 |
|
|
2024
Q1 | $200K | Buy |
+9,669
| New | +$200K | 0.04% | 120 |
|
|
2023
Q4 | – | Sell |
-13,884
| Closed | -$234K | – | 118 |
|
|
2023
Q3 | $234K | Sell |
13,884
-300
| -2% | -$5.06K | 0.05% | 111 |
|
|
2023
Q2 | $248K | Hold |
14,184
| – | – | 0.05% | 112 |
|
|
2023
Q1 | $229K | Hold |
14,184
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $213K | Buy |
+14,184
| New | +$213K | 0.05% | 114 |
|