FinTrust Capital Advisors’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
Q3 | $307K | Sell |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $289K | Hold |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $426K | Sell |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $361 | Buy |
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|
2020
Q2 | $182K | Sell |
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|
2020
Q1 | $153K | Buy |
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|
2019
Q4 | $191K | Buy |
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|
2019
Q3 | $175K | Sell |
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|
2019
Q2 | $174K | Buy |
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|
2019
Q1 | $163K | Sell |
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|
2018
Q4 | $233K | Buy |
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