Avalon Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $285K | Sell |
|
|||||
|
2018
Q2 | $1.4M | Sell |
|
|||||
|
2018
Q1 | $5.02M | Buy |
|
|||||
|
2017
Q4 | $2.61M | Sell |
|
|||||
|
2017
Q3 | $3.52M | Buy |
|
|||||
|
2017
Q2 | $1.09M | Sell |
|
|||||
|
2017
Q1 | $1.37M | Buy |
|
|||||
|
2016
Q4 | $800K | Hold |
|
|||||
|
2016
Q3 | $775K | Sell |
|
|||||
|
2016
Q2 | $2.09M | Sell |
|
|||||
|
2016
Q1 | $2.37M | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $282K | Sell |
|
|||||
|
2014
Q3 | $398K | Sell |
|
|||||
|
2014
Q2 | $811K | Sell |
|
|||||
|
2014
Q1 | $2.59M | Sell |
|
|||||
|
2013
Q4 | $6.32M | Buy |
|
|||||
|
2013
Q3 | $3.6M | Buy |
|
|||||
|
2013
Q2 | $1.3M | Buy |
|