Badgley, Phelps & Bell’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $981K | Buy |
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|
2021
Q1 | $877K | Hold |
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|
2020
Q4 | $831K | Buy |
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|
2020
Q3 | $448K | Hold |
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|
2020
Q2 | $412K | Sell |
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|
2020
Q1 | $409K | Buy |
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|
2019
Q4 | $404K | Sell |
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|
2019
Q3 | $375K | Buy |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $361K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $201K | Buy |
|