Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $748K | Buy |
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|
2020
Q3 | $626K | Hold |
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|
2020
Q2 | $575K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $749K | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $737K | Buy |
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|
2017
Q4 | $744K | Buy |
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