Financial Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $9.86M | Sell |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $10.7M | Buy |
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|
2022
Q4 | $8.36M | Buy |
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|
2022
Q3 | $3.79M | Buy |
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|
2022
Q2 | $2.74M | Buy |
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|
2022
Q1 | $2.84M | Sell |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $2.76M | Sell |
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|
2021
Q2 | $2.77M | Sell |
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|
2021
Q1 | $2.63M | Sell |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.24M | Sell |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.31M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $883K | Buy |
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|
2018
Q3 | $602K | Sell |
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|
2018
Q2 | $631K | Buy |
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|
2018
Q1 | $479K | Buy |
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|
2017
Q4 | $456K | Sell |
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|
2017
Q3 | $460K | Sell |
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|
2017
Q2 | $443K | Buy |
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