Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6M | Sell |
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|
2023
Q4 | $6.45M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $888K | Sell |
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|
2023
Q1 | $836K | Buy |
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $634K | Buy |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $711K | Sell |
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|
2021
Q4 | $880K | Sell |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $821K | Buy |
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|
2021
Q1 | $650K | Buy |
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|
2020
Q4 | $490K | Sell |
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|
2020
Q3 | $701K | Sell |
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|
2020
Q2 | $672K | Sell |
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|
2020
Q1 | $645K | Sell |
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|
2019
Q4 | $840K | Buy |
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|
2019
Q3 | $501K | Buy |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $372K | Buy |
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|
2018
Q4 | $320K | Buy |
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|
2018
Q3 | $350K | Buy |
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|
2018
Q2 | $213K | Hold |
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|
2018
Q1 | $206K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $225K | Sell |
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|
2016
Q1 | $230K | Hold |
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|
2015
Q4 | $228K | Buy |
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