Confluence Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.45M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $275K | Hold |
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|
2017
Q4 | $278K | Buy |
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|
2017
Q3 | $255K | Sell |
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|
2017
Q2 | $266K | Sell |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $253K | Sell |
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|
2016
Q3 | $880K | Buy |
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|
2016
Q2 | $823K | Sell |
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|
2016
Q1 | $867K | Buy |
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|
2015
Q4 | $702K | Buy |
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|
2015
Q3 | $625K | Buy |
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