EMA
Efficient Market Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.7M | Buy |
30,271
+343
| +1% | +$19.3K | 0.23% | 30 |
|
|
2016
Q4 | $1.59M | Sell |
29,928
-936
| -3% | -$49.9K | 0.24% | 31 |
|
|
2016
Q3 | $1.59M | Sell |
30,864
-11,237
| -27% | -$580K | 0.25% | 30 |
|
|
2016
Q2 | $2.1M | Sell |
42,101
-5,613
| -12% | -$279K | 0.34% | 25 |
|
|
2016
Q1 | $2.33M | Sell |
47,714
-2,493
| -5% | -$122K | 0.4% | 28 |
|
|
2015
Q4 | $2.44M | Buy |
50,207
+40,577
| +421% | +$1.97M | 0.52% | 25 |
|
|
2015
Q3 | $441K | Sell |
9,630
-234
| -2% | -$10.7K | 0.1% | 39 |
|
|
2015
Q2 | $486K | Hold |
9,864
| – | – | 0.11% | 38 |
|
|
2015
Q1 | $489K | Sell |
9,864
-3,458
| -26% | -$171K | 0.11% | 41 |
|
|
2014
Q4 | $653K | Buy |
13,322
+3,108
| +30% | +$152K | 0.16% | 37 |
|
|
2014
Q3 | $480K | Sell |
10,214
-8,092
| -44% | -$380K | 0.13% | 33 |
|
|
2014
Q2 | $857K | Buy |
18,306
+2,201
| +14% | +$103K | 0.22% | 29 |
|
|
2014
Q1 | $720K | Buy |
16,105
+2,996
| +23% | +$134K | 0.19% | 31 |
|
|
2013
Q4 | $578K | Hold |
13,109
| – | – | 0.17% | 31 |
|
|
2013
Q3 | $527K | Hold |
13,109
| – | – | 0.17% | 33 |
|
|
2013
Q2 | $501K | Buy |
+13,109
| New | +$501K | 0.18% | 31 |
|