AJ Wealth Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $199M | Buy |
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|
2023
Q1 | $171M | Sell |
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|
2022
Q4 | $169M | Sell |
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|
2022
Q3 | $206M | Buy |
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|
2022
Q2 | $152M | Sell |
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|
2022
Q1 | $253M | Sell |
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|
2021
Q4 | $282M | Buy |
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|
2021
Q3 | $248M | Buy |
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|
2021
Q2 | $233M | Buy |
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|
2021
Q1 | $197M | Buy |
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|
2020
Q4 | $150M | Buy |
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|
2020
Q3 | $128M | Buy |
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|
2020
Q2 | $113M | Sell |
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|
2020
Q1 | $94.5M | Sell |
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|
2019
Q4 | $124M | Buy |
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|
2019
Q3 | $114M | Buy |
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|
2019
Q2 | $107M | Buy |
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|
2019
Q1 | $99.6M | Buy |
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|
2018
Q4 | $85.8M | Buy |
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|
2018
Q3 | $90.8M | Buy |
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|
2018
Q2 | $80.5M | Buy |
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|
2018
Q1 | $70.8M | Buy |
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|
2017
Q4 | $69.9M | Buy |
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|
2017
Q3 | $58M | Buy |
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|
2017
Q2 | $48.7M | Buy |
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|
2017
Q1 | $42.8M | Buy |
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|
2016
Q4 | $35.5M | Buy |
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