Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $269K | Buy |
+14,283
| New | +$269K | 0.03% | 151 |
|
|
2023
Q3 | – | Sell |
-11,607
| Closed | -$203K | – | 176 |
|
|
2023
Q2 | $203K | Sell |
11,607
-3,138
| -21% | -$54.8K | 0.02% | 167 |
|
|
2023
Q1 | $238K | Buy |
+14,745
| New | +$238K | 0.03% | 145 |
|
|
2018
Q3 | – | Sell |
-1,458
| Closed | -$15K | – | 467 |
|
|
2018
Q2 | $15K | Buy |
+1,458
| New | +$15K | 0.01% | 398 |
|