Certified Advisory Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,270
| Closed | -$100K | – | 633 |
|
|
2021
Q1 | $100K | Buy |
+6,270
| New | +$100K | 0.03% | 256 |
|
|
2020
Q2 | $45K | Buy |
3,624
+18
| +0.5% | +$224 | 0.01% | 317 |
|
|
2020
Q1 | $37K | Buy |
3,606
+420
| +13% | +$4.31K | 0.01% | 323 |
|
|
2019
Q4 | $41K | Sell |
3,186
-1,350
| -30% | -$17.4K | 0.01% | 348 |
|
|
2019
Q3 | $54K | Buy |
4,536
+42
| +0.9% | +$500 | 0.02% | 309 |
|
|
2019
Q2 | $53K | Hold |
4,494
| – | – | 0.02% | 308 |
|
|
2019
Q1 | $51K | Buy |
+4,494
| New | +$51K | 0.02% | 298 |
|