BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $313K | Hold |
|
|||||
|
2022
Q2 | $330K | Hold |
|
|||||
|
2022
Q1 | $398K | Sell |
|
|||||
|
2021
Q4 | $557K | Sell |
|
|||||
|
2021
Q3 | $519K | Hold |
|
|||||
|
2021
Q2 | $519K | Sell |
|
|||||
|
2021
Q1 | $481K | Sell |
|
|||||
|
2020
Q4 | $648K | Hold |
|
|||||
|
2020
Q3 | $575K | Hold |
|
|||||
|
2020
Q2 | $528K | Sell |
|
|||||
|
2020
Q1 | $498K | Hold |
|
|||||
|
2019
Q4 | $624K | Hold |
|
|||||
|
2019
Q3 | $577K | Hold |
|
|||||
|
2019
Q2 | $571K | Sell |
|
|||||
|
2019
Q1 | $567K | Sell |
|
|||||
|
2018
Q4 | $566K | Sell |
|
|||||
|
2018
Q3 | $859K | Sell |
|
|||||
|
2018
Q2 | $870K | Buy |
|
|||||
|
2018
Q1 | $838K | Sell |
|
|||||
|
2017
Q4 | $876K | Hold |
|
|||||
|
2017
Q3 | $825K | Buy |
|
|||||
|
2017
Q2 | $732K | Buy |
|
|||||
|
2017
Q1 | $707K | Sell |
|
|||||
|
2016
Q4 | $715K | Hold |
|
|||||
|
2016
Q3 | $715K | Buy |
|
|||||
|
2016
Q2 | $598K | Sell |
|
|||||
|
2016
Q1 | $656K | Sell |
|
|||||
|
2015
Q4 | $712K | Buy |
|
|||||
|
2015
Q3 | $659K | Sell |
|
|||||
|
2015
Q2 | $779K | Sell |
|
|||||
|
2015
Q1 | $904K | Buy |
|
|||||
|
2014
Q4 | $865K | Buy |
|
|||||
|
2014
Q3 | $659K | Buy |
|
|||||
|
2014
Q2 | $643K | Sell |
|
|||||
|
2014
Q1 | $823K | Sell |
|
|||||
|
2013
Q4 | $1.13M | Buy |
|
|||||
|
2013
Q3 | $784K | Buy |
|
|||||
|
2013
Q2 | $707K | Buy |
|