All Season Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-35,961
| Closed | -$580K | – | 123 |
|
|
2023
Q1 | $580K | Sell |
35,961
-7,740
| -18% | -$125K | 0.53% | 48 |
|
|
2022
Q4 | $658K | Buy |
43,701
+39
| +0.1% | +$587 | 0.58% | 40 |
|
|
2022
Q3 | $616K | Buy |
43,662
+69
| +0.2% | +$973 | 0.67% | 30 |
|
|
2022
Q2 | $649K | Buy |
43,593
+24
| +0.1% | +$357 | 0.56% | 40 |
|
|
2022
Q1 | $782K | Sell |
43,569
-1,083
| -2% | -$19.4K | 0.56% | 39 |
|
|
2021
Q4 | $847K | Sell |
44,652
-2,520
| -5% | -$47.8K | 0.59% | 38 |
|
|
2021
Q3 | $818K | Buy |
+47,172
| New | +$818K | 0.66% | 34 |
|