Fiduciary Trust’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
Q3 | – | Sell |
-76,446
| Closed | -$1.33M | – | 632 |
|
|
2023
Q2 | $1.33M | Hold |
76,446
| – | – | 0.02% | 289 |
|
|
2023
Q1 | $1.23M | Sell |
76,446
-12,450
| -14% | -$201K | 0.02% | 293 |
|
|
2022
Q4 | $1.34M | Hold |
88,896
| – | – | 0.03% | 289 |
|
|
2022
Q3 | $1.26M | Hold |
88,896
| – | – | 0.03% | 282 |
|
|
2022
Q2 | $1.32M | Buy |
+88,896
| New | +$1.32M | 0.03% | 285 |
|