BerganKDV Wealth 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
Q2 | $2.54M | Sell |
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2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.35M | Sell |
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|
2021
Q4 | $3.65M | Sell |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.41M | Sell |
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|
2021
Q1 | $3.16M | Sell |
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|
2020
Q4 | $3.16M | Sell |
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|
2020
Q3 | $2.84M | Sell |
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|
2020
Q2 | $7.3M | Sell |
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|
2020
Q1 | $6.51M | Buy |
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|
2019
Q4 | $7.41M | Buy |
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|
2019
Q3 | $6.67M | Sell |
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|
2019
Q2 | $7.16M | Buy |
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|
2019
Q1 | $5.54M | Buy |
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|
2018
Q4 | $4.52M | Buy |
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|
2018
Q3 | $4.71M | Buy |
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|
2018
Q2 | $4.27M | Sell |
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|
2018
Q1 | $4.9M | Buy |
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|
2017
Q4 | $4.93M | Buy |
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|
2017
Q3 | $4.31M | Buy |
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|
2017
Q2 | $3.85M | Buy |
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|
2017
Q1 | $3.75M | Buy |
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|
2016
Q4 | $2.86M | Sell |
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|
2016
Q3 | $2.83M | Sell |
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|
2016
Q2 | $3.25M | Sell |
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|
2016
Q1 | $5.49M | Buy |
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