Cornerstone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,506
| Closed | -$250K | – | 372 |
|
|
2019
Q4 | $250K | Buy |
19,506
+18
| +0.1% | +$231 | 0.04% | 299 |
|
|
2019
Q3 | $230K | Sell |
19,488
-984
| -5% | -$11.6K | 0.04% | 306 |
|
|
2019
Q2 | $240K | Buy |
+20,472
| New | +$240K | 0.04% | 313 |
|
|
2019
Q1 | – | Sell |
-25,494
| Closed | -$254K | – | 516 |
|
|
2018
Q4 | $254K | Sell |
25,494
-875,904
| -97% | -$8.73M | 0.05% | 284 |
|
|
2018
Q3 | $2.48M | Sell |
901,398
-443,904
| -33% | -$1.22M | 0.03% | 448 |
|
|
2018
Q2 | $3.44M | Buy |
+1,345,302
| New | +$3.44M | 0.04% | 395 |
|