Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $752K | Buy |
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|
2022
Q4 | $698K | Buy |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $764K | Buy |
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|
2021
Q4 | $747K | Buy |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $710K | Buy |
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|
2021
Q1 | $651K | Buy |
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|
2020
Q4 | $608K | Sell |
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|
2020
Q3 | $539K | Buy |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $485K | Sell |
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|
2019
Q3 | $449K | Hold |
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|
2019
Q2 | $445K | Sell |
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|
2019
Q1 | $463K | Sell |
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|
2018
Q4 | $449K | Sell |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $501K | Buy |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $300K | Buy |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $175K | Sell |
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|
2016
Q4 | $174K | Sell |
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|
2016
Q3 | $181K | Sell |
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|
2016
Q2 | $255K | Sell |
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|
2016
Q1 | $257K | Buy |
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|
2015
Q4 | $235K | Sell |
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|
2015
Q3 | $272K | Buy |
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|
2015
Q2 | $292K | Buy |
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|
2015
Q1 | $289K | Buy |
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|
2014
Q4 | $59K | Buy |
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|
2014
Q3 | $57K | Buy |
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|
2014
Q2 | $40K | Buy |
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