BDO Wealth Advisors’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
Q2 | $76.1K | Sell |
4,359
-1,101
| -20% | -$19.2K | 0.01% | 370 |
|
|
2023
Q1 | $88K | Buy |
5,460
+6
| +0.1% | +$97 | 0.01% | 342 |
|
|
2022
Q4 | $82.1K | Buy |
5,454
+9
| +0.2% | +$135 | 0.01% | 352 |
|
|
2022
Q3 | $77K | Buy |
5,445
+9
| +0.2% | +$127 | 0.01% | 352 |
|
|
2022
Q2 | $81K | Buy |
5,436
+306
| +6% | +$4.56K | 0.01% | 353 |
|
|
2022
Q1 | $92K | Hold |
5,130
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $97K | Buy |
5,130
+6
| +0.1% | +$113 | 0.01% | 356 |
|
|
2021
Q3 | $89K | Buy |
5,124
+1,422
| +38% | +$24.7K | 0.01% | 369 |
|
|
2021
Q2 | $64K | Hold |
3,702
| – | – | 0.01% | 425 |
|
|
2021
Q1 | $59K | Sell |
3,702
-2,802
| -43% | -$44.7K | 0.01% | 429 |
|
|
2020
Q4 | $99K | Buy |
6,504
+288
| +5% | +$4.38K | 0.01% | 288 |
|
|
2020
Q3 | $84K | Hold |
6,216
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $77K | Hold |
6,216
| – | – | 0.01% | 291 |
|
|
2020
Q1 | $63K | Buy |
6,216
+3,678
| +145% | +$37.3K | 0.01% | 317 |
|
|
2019
Q4 | $32K | Sell |
2,538
-450
| -15% | -$5.67K | 0.01% | 344 |
|
|
2019
Q3 | $35K | Hold |
2,988
| – | – | 0.01% | 353 |
|
|
2019
Q2 | $35K | Hold |
2,988
| – | – | 0.01% | 343 |
|
|
2019
Q1 | $34K | Hold |
2,988
| – | – | 0.01% | 324 |
|
|
2018
Q4 | $30K | Hold |
2,988
| – | – | 0.01% | 302 |
|
|
2018
Q3 | $35K | Sell |
2,988
-3,000
| -50% | -$35.1K | 0.01% | 332 |
|
|
2018
Q2 | $65K | Buy |
+5,988
| New | +$65K | 0.02% | 260 |
|