Donor Advised Charitable Giving’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $717K | Sell |
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|
2022
Q4 | $837K | Sell |
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|
2022
Q3 | $787K | Buy |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $254K | Buy |
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|
2020
Q1 | $209K | Buy |
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|
2019
Q4 | $221K | Buy |
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|
2019
Q3 | $202K | Buy |
|