Appleton Group’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
Q3 | – | Sell |
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|
2023
Q2 | $15.7M | Sell |
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|
2023
Q1 | $14.6M | Sell |
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|
2022
Q4 | $14.2M | Buy |
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|
2022
Q3 | $6.85M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18.4M | Sell |
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|
2021
Q3 | $20M | Buy |
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|
2021
Q2 | $19.6M | Buy |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $15.5M | Buy |
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|
2020
Q3 | $13.4M | Buy |
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|
2020
Q2 | $11.8M | Buy |
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|
2020
Q1 | $4.63M | Sell |
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|
2019
Q4 | $10.9M | Sell |
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|
2019
Q3 | $10.6M | Sell |
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|
2019
Q2 | $11M | Buy |
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|
2019
Q1 | $10.6M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.71M | Buy |
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|
2018
Q2 | $5.05M | Buy |
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|
2018
Q1 | $4.86M | Buy |
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|
2017
Q4 | $4.51M | Buy |
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|
2017
Q3 | $3.88M | Buy |
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|
2017
Q2 | $3.68M | Buy |
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|
2017
Q1 | $3.5M | Sell |
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|
2016
Q4 | $3.48M | Buy |
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|
2016
Q3 | $3.32M | Buy |
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|
2016
Q2 | $3.2M | Buy |
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