Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $483K | Hold |
21,339
| – | – | 0.26% | 64 |
|
|
2024
Q2 | $457K | Hold |
21,339
| – | – | 0.26% | 60 |
|
|
2024
Q1 | $441K | Hold |
21,339
| – | – | 0.27% | 61 |
|
|
2023
Q4 | $401K | Hold |
21,339
| – | – | 0.27% | 61 |
|
|
2023
Q3 | $360K | Sell |
21,339
-50,832
| -70% | -$857K | 0.27% | 62 |
|
|
2023
Q2 | $1.26M | Sell |
72,171
-222
| -0.3% | -$3.88K | 0.95% | 25 |
|
|
2023
Q1 | $1.17M | Hold |
72,393
| – | – | 0.95% | 25 |
|
|
2022
Q4 | $1.09M | Buy |
72,393
+255
| +0.4% | +$3.84K | 0.95% | 24 |
|
|
2022
Q3 | $1.02M | Buy |
72,138
+50,853
| +239% | +$718K | 0.96% | 25 |
|
|
2022
Q2 | $317K | Buy |
21,285
+1,677
| +9% | +$25K | 0.29% | 62 |
|
|
2022
Q1 | $352K | Sell |
19,608
-102
| -0.5% | -$1.83K | 0.28% | 60 |
|
|
2021
Q4 | $374K | Buy |
+19,710
| New | +$374K | 0.3% | 57 |
|