Cambridge Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $197K | Sell |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $287K | Hold |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $203K | Buy |
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