BT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.36M | Buy |
91,029
+51
| +0.1% | +$759 | 0.38% | 21 |
|
|
2022
Q1 | $1.63M | Buy |
90,978
+684
| +0.8% | +$12.3K | 0.42% | 18 |
|
|
2021
Q4 | $1.71M | Buy |
90,294
+76,650
| +562% | +$1.45M | 0.46% | 17 |
|
|
2021
Q3 | $237K | Buy |
13,644
+444
| +3% | +$7.71K | 0.07% | 49 |
|
|
2021
Q2 | $229K | Sell |
13,200
-6,540
| -33% | -$113K | 0.07% | 52 |
|
|
2021
Q1 | $316K | Buy |
+19,740
| New | +$316K | 0.11% | 44 |
|