Baldrige Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.23M | Buy |
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|
2022
Q4 | $2.96M | Buy |
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|
2022
Q3 | $2.63M | Buy |
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|
2022
Q2 | $2.72M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $3.18M | Sell |
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|
2021
Q3 | $2.99M | Sell |
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|
2021
Q2 | $3.3M | Sell |
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|
2021
Q1 | $3.1M | Sell |
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|
2020
Q4 | $3M | Sell |
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|
2020
Q3 | $2.88M | Sell |
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|
2020
Q2 | $2.77M | Buy |
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|
2020
Q1 | $2.13M | Sell |
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|
2019
Q4 | $2.69M | Sell |
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|
2019
Q3 | $2.62M | Sell |
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|
2019
Q2 | $2.66M | Buy |
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|
2019
Q1 | $2.53M | Buy |
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