BI
Blooom Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $543K | Sell |
12,765
-459
| -3% | -$19.5K | 1.03% | 21 |
|
|
2022
Q2 | $593K | Sell |
13,224
-464
| -3% | -$20.8K | 1.02% | 23 |
|
|
2022
Q1 | $751K | Buy |
13,688
+6,671
| +95% | +$366K | 0.6% | 19 |
|
|
2021
Q4 | $799K | Sell |
7,017
-29
| -0.4% | -$3.3K | 0.6% | 18 |
|
|
2021
Q3 | $738K | Sell |
7,046
-274
| -4% | -$28.7K | 0.61% | 20 |
|
|
2021
Q2 | $755K | Buy |
7,320
+498
| +7% | +$51.4K | 0.56% | 22 |
|
|
2021
Q1 | $655K | Sell |
6,822
-562
| -8% | -$54K | 0.51% | 23 |
|
|
2020
Q4 | $668K | Buy |
+7,384
| New | +$668K | 0.54% | 19 |
|