AAM
Austin Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,996
| Closed | -$212K | – | 62 |
|
|
2022
Q4 | $212K | Hold |
4,996
| – | – | 0.08% | 51 |
|
|
2022
Q3 | $212K | Buy |
4,996
+21
| +0.4% | +$891 | 0.08% | 51 |
|
|
2022
Q2 | $222K | Sell |
4,975
-3,710
| -43% | -$166K | 0.08% | 53 |
|
|
2022
Q1 | $468K | Buy |
8,685
+4,600
| +113% | +$248K | 0.15% | 33 |
|
|
2021
Q4 | $465K | Buy |
+4,085
| New | +$465K | 0.15% | 38 |
|