Cedar Mountain Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-135
| Closed | -$2K | – | 329 |
|
|
2022
Q3 | $2K | Buy |
135
+3
| +2% | +$44 | ﹤0.01% | 262 |
|
|
2022
Q2 | $2K | Sell |
132
-126
| -49% | -$1.91K | ﹤0.01% | 263 |
|
|
2022
Q1 | $5K | Buy |
258
+126
| +95% | +$2.44K | ﹤0.01% | 240 |
|
|
2021
Q4 | $3K | Hold |
132
| – | – | ﹤0.01% | 264 |
|
|
2021
Q3 | $2K | Hold |
132
| – | – | ﹤0.01% | 269 |
|
|
2021
Q2 | $2K | Hold |
132
| – | – | ﹤0.01% | 243 |
|
|
2021
Q1 | $2K | Hold |
132
| – | – | ﹤0.01% | 248 |
|
|
2020
Q4 | $2K | Hold |
132
| – | – | ﹤0.01% | 241 |
|
|
2020
Q3 | $2K | Hold |
132
| – | – | ﹤0.01% | 221 |
|
|
2020
Q2 | $2K | Hold |
132
| – | – | ﹤0.01% | 220 |
|
|
2020
Q1 | $1K | Buy |
+132
| New | +$1K | ﹤0.01% | 223 |
|