FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $2.35M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $6.17M | Sell |
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|
2019
Q3 | $6.1M | Sell |
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|
2019
Q2 | $7.3M | Sell |
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|
2019
Q1 | $8.35M | Buy |
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|
2018
Q4 | $8.09M | Hold |
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|
2018
Q3 | $8.09M | Buy |
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|
2018
Q2 | $7.01M | Buy |
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|
2018
Q1 | $5.94M | Buy |
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|
2017
Q4 | $5.05M | Buy |
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|
2017
Q3 | $3.8M | Buy |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $408K | Buy |
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