Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $397K | Hold |
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|
2022
Q2 | $419K | Buy |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $337K | Hold |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $294K | Hold |
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|
2020
Q3 | $261K | Hold |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $299K | Buy |
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