Bishop & Co Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $416K | Hold |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $441K | Hold |
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|
2018
Q4 | $390K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $225K | Sell |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $207K | Sell |
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|
2016
Q1 | $211K | Hold |
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|
2015
Q4 | $210K | Buy |
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