D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-110,688
| Closed | -$1.16M | – | 147 |
|
|
2018
Q1 | $1.16M | Buy |
110,688
+38,118
| +53% | +$401K | 0.66% | 19 |
|
|
2017
Q4 | $771K | Buy |
72,570
+56,520
| +352% | +$600K | 0.46% | 25 |
|
|
2017
Q3 | $161K | Buy |
16,050
+13,644
| +567% | +$137K | 0.1% | 48 |
|
|
2017
Q2 | $23K | Buy |
2,406
+1,380
| +135% | +$13.2K | 0.02% | 122 |
|
|
2017
Q1 | $10K | Buy |
+1,026
| New | +$10K | 0.01% | 117 |
|