Burleson & Co’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
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $2.46M | Sell |
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|
2021
Q3 | $2.27M | Sell |
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|
2021
Q2 | $2.33M | Sell |
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|
2021
Q1 | $2.37M | Sell |
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|
2020
Q4 | $2.49M | Buy |
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|
2020
Q3 | $2.06M | Sell |
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|
2020
Q2 | $8.29M | Sell |
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|
2020
Q1 | $7.51M | Sell |
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|
2019
Q4 | $23.7M | Sell |
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|
2019
Q3 | $22M | Sell |
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|
2019
Q2 | $21.8M | Buy |
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|
2019
Q1 | $21.7M | Buy |
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|
2018
Q4 | $20.4M | Buy |
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|
2018
Q3 | $13M | Buy |
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|
2018
Q2 | $10.1M | Buy |
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|
2018
Q1 | $7.96M | Buy |
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|
2017
Q4 | $7.81M | Buy |
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