Fort Sheridan Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,200
| Closed | -$355K | – | 191 |
|
|
2021
Q1 | $355K | Hold |
22,200
| – | – | 0.14% | 97 |
|
|
2020
Q4 | $337K | Hold |
22,200
| – | – | 0.16% | 86 |
|
|
2020
Q3 | $298K | Hold |
22,200
| – | – | 0.18% | 77 |
|
|
2020
Q2 | $274K | Hold |
22,200
| – | – | 0.17% | 77 |
|
|
2020
Q1 | $227K | Hold |
22,200
| – | – | 0.17% | 75 |
|
|
2019
Q4 | $284K | Buy |
+22,200
| New | +$284K | 0.15% | 82 |
|