Divergent Wealth Advisors’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
Q3 | $248K | Buy |
10,953
+66
| +0.6% | +$1.49K | 0.05% | 30 |
|
|
2024
Q2 | $233K | Hold |
10,887
| – | – | 0.05% | 30 |
|
|
2024
Q1 | $225K | Buy |
10,887
+36
| +0.3% | +$745 | 0.05% | 29 |
|
|
2023
Q4 | $204K | Sell |
10,851
-1,311
| -11% | -$24.6K | 0.04% | 33 |
|
|
2023
Q3 | $205K | Buy |
12,162
+45
| +0.4% | +$759 | 0.05% | 28 |
|
|
2023
Q2 | $212K | Buy |
+12,117
| New | +$212K | 0.05% | 27 |
|