BPWA
Beacon Pointe Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.87M | Sell |
145,788
-7,380
| -5% | -$94.5K | 0.34% | 61 |
|
|
2019
Q3 | $1.81M | Buy |
153,168
+49,380
| +48% | +$584K | 0.38% | 57 |
|
|
2019
Q2 | $1.22M | Hold |
103,788
| – | – | 0.26% | 83 |
|
|
2019
Q1 | $1.17M | Sell |
103,788
-2,910
| -3% | -$32.8K | 0.27% | 84 |
|
|
2018
Q4 | $1.06M | Buy |
+106,698
| New | +$1.06M | 0.38% | 65 |
|