Barnett & Company’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
Q1 | – | Sell |
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|
2021
Q4 | $182K | Sell |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $244K | Sell |
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|
2021
Q1 | $341K | Sell |
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|
2020
Q4 | $468K | Sell |
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|
2020
Q3 | $464K | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $661K | Sell |
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|
2019
Q2 | $3.44M | Sell |
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|
2019
Q1 | $3.8M | Sell |
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|
2018
Q4 | $3.57M | Buy |
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|
2018
Q3 | $3.9M | Sell |
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|
2018
Q2 | $3.67M | Buy |
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|
2018
Q1 | $3.26M | Buy |
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|
2017
Q4 | $3.04M | Buy |
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|
2017
Q3 | $1.9M | Buy |
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|
2017
Q2 | $1.53M | Buy |
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|
2017
Q1 | $1.07M | Buy |
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|
2016
Q4 | $891K | Buy |
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|
2016
Q3 | $663K | Buy |
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|
2016
Q2 | $574K | Buy |
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|
2016
Q1 | $365K | Buy |
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|
2015
Q4 | $325K | Sell |
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|
2015
Q3 | $327K | Buy |
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|
2015
Q2 | $226K | Buy |
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