American Portfolios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.01M | Buy |
142,266
+125,337
| +740% | +$1.77M | 0.09% | 241 |
|
|
2022
Q2 | $252K | Sell |
16,929
-1,422
| -8% | -$21.2K | 0.01% | 948 |
|
|
2022
Q1 | $329K | Sell |
18,351
-191,679
| -91% | -$3.44M | 0.01% | 930 |
|
|
2021
Q4 | $3.98M | Buy |
210,030
+195,312
| +1,327% | +$3.71M | 0.13% | 149 |
|
|
2021
Q3 | $255K | Sell |
14,718
-145,470
| -91% | -$2.52M | 0.01% | 1006 |
|
|
2021
Q2 | $2.78M | Buy |
160,188
+152,862
| +2,087% | +$2.65M | 0.11% | 196 |
|
|
2021
Q1 | $117K | Buy |
7,326
+4,614
| +170% | +$73.9K | 0.01% | 1258 |
|
|
2020
Q4 | $41.1K | Sell |
2,712
-8,298
| -75% | -$126K | ﹤0.01% | 1496 |
|
|
2020
Q3 | $148K | Sell |
11,010
-510
| -4% | -$6.86K | 0.01% | 920 |
|
|
2020
Q2 | $142K | Sell |
11,520
-3,930
| -25% | -$48.5K | 0.01% | 864 |
|
|
2020
Q1 | $158K | Buy |
15,450
+4,362
| +39% | +$44.5K | 0.01% | 729 |
|
|
2019
Q4 | $142K | Buy |
11,088
+6,024
| +119% | +$77.1K | 0.01% | 884 |
|
|
2019
Q3 | $59.9K | Sell |
5,064
-3,342
| -40% | -$39.5K | ﹤0.01% | 1205 |
|
|
2019
Q2 | $98.4K | Buy |
8,406
+1,746
| +26% | +$20.4K | 0.01% | 992 |
|
|
2019
Q1 | $75.1K | Buy |
6,660
+5,262
| +376% | +$59.3K | 0.01% | 1013 |
|
|
2018
Q4 | $13.9K | Sell |
1,398
-6,852
| -83% | -$68.3K | ﹤0.01% | 1509 |
|
|
2018
Q3 | $95.6K | Buy |
8,250
+558
| +7% | +$6.47K | 0.01% | 846 |
|
|
2018
Q2 | $83.3K | Buy |
7,692
+174
| +2% | +$1.89K | 0.01% | 876 |
|
|
2018
Q1 | $79.1K | Sell |
7,518
-226,836
| -97% | -$2.39M | 0.01% | 837 |
|
|
2017
Q4 | $2.49M | Buy |
+234,354
| New | +$2.49M | 0.39% | 51 |
|