BBA
Braun-Bostich & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,988
| Closed | -$256K | – | 120 |
|
|
2024
Q2 | $256K | Sell |
3,988
-443
| -10% | -$28.5K | 0.19% | 88 |
|
|
2024
Q1 | $275K | Sell |
4,431
-585
| -12% | -$36.3K | 0.23% | 101 |
|
|
2023
Q4 | $283K | Buy |
+5,016
| New | +$283K | 0.26% | 98 |
|
|
2023
Q3 | – | Sell |
-5,146
| Closed | -$269K | – | 98 |
|
|
2023
Q2 | $269K | Sell |
5,146
-489
| -9% | -$25.6K | 0.58% | 59 |
|
|
2023
Q1 | $273K | Buy |
5,635
+208
| +4% | +$10.1K | 0.64% | 54 |
|
|
2022
Q4 | $245K | Buy |
5,427
+256
| +5% | +$11.6K | 0.71% | 48 |
|
|
2022
Q3 | $219K | Sell |
5,171
-161
| -3% | -$6.82K | 0.67% | 55 |
|
|
2022
Q2 | $238K | Buy |
+5,332
| New | +$238K | 0.62% | 57 |
|