Disciplined Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,824
| Closed | -$27K | – | 1570 |
|
|
2022
Q2 | $27K | Hold |
1,824
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $33K | Hold |
1,824
| – | – | 0.01% | 274 |
|
|
2021
Q4 | $35K | Sell |
1,824
-90
| -5% | -$1.73K | 0.02% | 243 |
|
|
2021
Q3 | $33K | Hold |
1,914
| – | – | 0.02% | 230 |
|
|
2021
Q2 | $33K | Hold |
1,914
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $31K | Hold |
1,914
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $29K | Sell |
1,914
-360
| -16% | -$5.46K | 0.02% | 181 |
|
|
2020
Q3 | $31K | Sell |
2,274
-24
| -1% | -$327 | 0.02% | 185 |
|
|
2020
Q2 | $28K | Hold |
2,298
| – | – | 0.02% | 197 |
|
|
2020
Q1 | $23K | Hold |
2,298
| – | – | 0.02% | 207 |
|
|
2019
Q4 | $29K | Buy |
+2,298
| New | +$29K | 0.02% | 207 |
|