Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $14.8M | Sell |
918,462
-3,705
| -0.4% | -$59.7K | 3.44% | 9 |
|
|
2022
Q4 | $13.9M | Buy |
922,167
+3
| +0% | +$45 | 3.47% | 8 |
|
|
2022
Q3 | $13M | Sell |
922,164
-261
| -0% | -$3.68K | 3.82% | 7 |
|
|
2022
Q2 | $13.7M | Sell |
922,425
-5,811
| -0.6% | -$86.5K | 3.75% | 7 |
|
|
2022
Q1 | $16.7M | Sell |
928,236
-2,424
| -0.3% | -$43.5K | 3.61% | 7 |
|
|
2021
Q4 | $17.7M | Sell |
930,660
-3,048
| -0.3% | -$57.8K | 3.46% | 9 |
|
|
2021
Q3 | $16.2M | Sell |
933,708
-10,218
| -1% | -$177K | 3.39% | 9 |
|
|
2021
Q2 | $16.4M | Sell |
943,926
-3,564
| -0.4% | -$61.8K | 3.3% | 9 |
|
|
2021
Q1 | $15.2M | Buy |
947,490
+294
| +0% | +$4.71K | 2.92% | 10 |
|
|
2020
Q4 | $14.4M | Buy |
947,196
+2,208
| +0.2% | +$33.5K | 2.92% | 10 |
|
|
2020
Q3 | $12.7M | Buy |
944,988
+10,302
| +1% | +$138K | 2.79% | 11 |
|
|
2020
Q2 | $11.5M | Buy |
934,686
+1,860
| +0.2% | +$23K | 2.7% | 11 |
|
|
2020
Q1 | $9.52M | Buy |
932,826
+106,482
| +13% | +$1.09M | 2.55% | 10 |
|
|
2019
Q4 | $10.6M | Sell |
826,344
-96
| -0% | -$1.23K | 3.5% | 7 |
|
|
2019
Q3 | $9.77M | Buy |
826,440
+258
| +0% | +$3.05K | 3.54% | 6 |
|
|
2019
Q2 | $9.67M | Sell |
826,182
-1,038
| -0.1% | -$12.1K | 3.6% | 6 |
|
|
2019
Q1 | $9.32M | Buy |
827,220
+7,590
| +0.9% | +$85.5K | 3.75% | 6 |
|
|
2018
Q4 | $8.16M | Buy |
+819,630
| New | +$8.16M | 3.8% | 7 |
|