Capital Directions Investment Advisors’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 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $241K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $207K | Hold |
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|
2020
Q3 | $184K | Hold |
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|
2020
Q2 | $169K | Sell |
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|
2020
Q1 | $162K | Hold |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $187K | Sell |
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|
2019
Q2 | $203K | Sell |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | $178K | Buy |
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|
2018
Q3 | $201K | Buy |
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|
2018
Q2 | $172K | Sell |
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|
2018
Q1 | $184K | Buy |
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|
2017
Q4 | $184K | Buy |
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|
2017
Q3 | $159K | Hold |
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|
2017
Q2 | $153K | Hold |
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|
2017
Q1 | $149K | Hold |
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|
2016
Q4 | $141K | Hold |
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|
2016
Q3 | $136K | Hold |
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|
2016
Q2 | $131K | Hold |
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|
2016
Q1 | $129K | Hold |
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|
2015
Q4 | $128K | Hold |
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|
2015
Q3 | $121K | Buy |
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|
2015
Q2 | $73K | Hold |
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|
2015
Q1 | $75K | Hold |
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|
2014
Q4 | $74K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $8K | Buy |
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