Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-24,216
| Closed | -$200K | – | 119 |
|
|
2015
Q1 | $200K | Sell |
24,216
-5,454
| -18% | -$45K | 0.02% | 112 |
|
|
2014
Q4 | $243K | Sell |
29,670
-132
| -0.4% | -$1.08K | 0.03% | 106 |
|
|
2014
Q3 | $233K | Sell |
29,802
-240
| -0.8% | -$1.88K | 0.03% | 105 |
|
|
2014
Q2 | $234K | Sell |
30,042
-180
| -0.6% | -$1.4K | 0.03% | 97 |
|
|
2014
Q1 | $225K | Hold |
30,222
| – | – | 0.03% | 94 |
|
|
2013
Q4 | $222K | Sell |
30,222
-480
| -2% | -$3.53K | 0.03% | 92 |
|
|
2013
Q3 | $206K | Buy |
+30,702
| New | +$206K | 0.03% | 87 |
|