Dechtman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.01M | Buy |
86,557
+283
| +0.3% | +$6.56K | 0.39% | 16 |
|
|
2024
Q3 | $1.95M | Buy |
86,274
+537
| +0.6% | +$12.1K | 0.4% | 17 |
|
|
2024
Q2 | $1.84M | Hold |
85,737
| – | – | 0.41% | 17 |
|
|
2024
Q1 | $1.77M | Buy |
85,737
+270
| +0.3% | +$5.59K | 0.41% | 18 |
|
|
2023
Q4 | $1.61M | Sell |
85,467
-3,198
| -4% | -$60.1K | 0.42% | 15 |
|
|
2023
Q3 | $1.5M | Buy |
88,665
+1,221
| +1% | +$20.6K | 0.44% | 13 |
|
|
2023
Q2 | $1.53M | Buy |
+87,444
| New | +$1.53M | 0.45% | 11 |
|