Column Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $907K | Buy |
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|
2022
Q2 | $956K | Buy |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $1.11M | Hold |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $928K | Buy |
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|
2020
Q2 | $852K | Hold |
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|
2020
Q1 | $705K | Sell |
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|
2019
Q4 | $1.53M | Buy |
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