Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $373K | Sell |
19,656
-19,968
| -50% | -$379K | 0.05% | 39 |
|
|
2021
Q3 | $687K | Buy |
39,624
+126
| +0.3% | +$2.19K | 0.1% | 28 |
|
|
2021
Q2 | $684K | Buy |
39,498
+120
| +0.3% | +$2.08K | 0.1% | 27 |
|
|
2021
Q1 | $630K | Sell |
39,378
-522
| -1% | -$8.35K | 0.1% | 24 |
|
|
2020
Q4 | $605K | Buy |
39,900
+156
| +0.4% | +$2.37K | 0.1% | 22 |
|
|
2020
Q3 | $534K | Sell |
39,744
-1,506
| -4% | -$20.2K | 0.11% | 25 |
|
|
2020
Q2 | $509K | Buy |
41,250
+2,202
| +6% | +$27.2K | 0.11% | 24 |
|
|
2020
Q1 | $399K | Sell |
39,048
-390
| -1% | -$3.99K | 0.1% | 28 |
|
|
2019
Q4 | $505K | Buy |
39,438
+420
| +1% | +$5.38K | 0.09% | 28 |
|
|
2019
Q3 | $461K | Buy |
39,018
+174
| +0.4% | +$2.06K | 0.09% | 29 |
|
|
2019
Q2 | $454K | Buy |
38,844
+654
| +2% | +$7.64K | 0.09% | 30 |
|
|
2019
Q1 | $430K | Buy |
38,190
+2,172
| +6% | +$24.5K | 0.09% | 30 |
|
|
2018
Q4 | $358K | Buy |
36,018
+2,376
| +7% | +$23.6K | 0.08% | 29 |
|
|
2018
Q3 | $390K | Sell |
33,642
-870
| -3% | -$10.1K | 0.08% | 30 |
|
|
2018
Q2 | $374K | Hold |
34,512
| – | – | 0.08% | 29 |
|
|
2018
Q1 | $363K | Buy |
34,512
+324
| +0.9% | +$3.41K | 0.08% | 30 |
|
|
2017
Q4 | $363K | Sell |
34,188
-1,812
| -5% | -$19.2K | 0.08% | 30 |
|
|
2017
Q3 | $360K | Buy |
36,000
+1,194
| +3% | +$11.9K | 0.08% | 30 |
|
|
2017
Q2 | $335K | Sell |
34,806
-114
| -0.3% | -$1.1K | 0.07% | 29 |
|
|
2017
Q1 | $327K | Buy |
34,920
+150
| +0.4% | +$1.41K | 0.07% | 30 |
|
|
2016
Q4 | $309K | Buy |
34,770
+228
| +0.7% | +$2.03K | 0.07% | 31 |
|
|
2016
Q3 | $297K | Buy |
34,542
+1,854
| +6% | +$15.9K | 0.07% | 30 |
|
|
2016
Q2 | $271K | Buy |
+32,688
| New | +$271K | 0.07% | 30 |
|