Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,576
| Closed | -$40K | – | 276 |
|
|
2018
Q3 | $40K | Buy |
3,576
+12
| +0.3% | +$134 | 0.02% | 138 |
|
|
2018
Q2 | $39K | Buy |
3,564
+18
| +0.5% | +$197 | 0.02% | 141 |
|
|
2018
Q1 | $37K | Buy |
3,546
+18
| +0.5% | +$188 | 0.02% | 145 |
|
|
2017
Q4 | $38K | Buy |
3,528
+12
| +0.3% | +$129 | 0.02% | 146 |
|
|
2017
Q3 | $35K | Buy |
3,516
+18
| +0.5% | +$179 | 0.02% | 165 |
|
|
2017
Q2 | $34K | Buy |
+3,498
| New | +$34K | 0.02% | 156 |
|