Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,710
| Closed | -$231K | – | 485 |
|
|
2023
Q3 | $231K | Hold |
13,710
| – | – | 0.04% | 414 |
|
|
2023
Q2 | $239K | Hold |
13,710
| – | – | 0.03% | 492 |
|
|
2023
Q1 | $221K | Hold |
13,710
| – | – | 0.02% | 507 |
|
|
2022
Q4 | $206K | Buy |
+13,710
| New | +$206K | 0.03% | 504 |
|
|
2022
Q1 | – | Sell |
-11,082
| Closed | -$210K | – | 558 |
|
|
2021
Q4 | $210K | Buy |
+11,082
| New | +$210K | 0.02% | 499 |
|