Focused Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-174
| Closed | -$2.62K | – | 1090 |
|
|
2022
Q4 | $2.62K | Hold |
174
| – | – | ﹤0.01% | 722 |
|
|
2022
Q3 | $2K | Hold |
174
| – | – | ﹤0.01% | 747 |
|
|
2022
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 671 |
|
|
2022
Q1 | $3K | Hold |
174
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 727 |
|
|
2021
Q3 | $3K | Sell |
174
-150
| -46% | -$2.59K | ﹤0.01% | 726 |
|
|
2021
Q2 | $6K | Hold |
324
| – | – | ﹤0.01% | 642 |
|
|
2021
Q1 | $5K | Hold |
324
| – | – | ﹤0.01% | 660 |
|
|
2020
Q4 | $5K | Buy |
324
+174
| +116% | +$2.69K | ﹤0.01% | 623 |
|
|
2020
Q3 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 654 |
|