EA
Elm Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $236K | Buy |
4,390
+2,195
| +100% | +$118K | 0.32% | 40 |
|
|
2021
Q4 | $250K | Hold |
2,195
| – | – | 0.14% | 81 |
|
|
2021
Q3 | $228K | Hold |
2,195
| – | – | 0.14% | 81 |
|
|
2021
Q2 | $228K | Hold |
2,195
| – | – | 0.13% | 81 |
|
|
2021
Q1 | $211K | Hold |
2,195
| – | – | 0.13% | 83 |
|
|
2020
Q4 | $200K | Buy |
+2,195
| New | +$200K | 0.12% | 81 |
|
|
2018
Q4 | – | Sell |
-2,195
| Closed | -$153K | – | 228 |
|
|
2018
Q3 | $153K | Buy |
+2,195
| New | +$153K | 0.1% | 94 |
|