FourThought Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $37K | Hold |
2,640
| – | – | 0.01% | 696 |
|
|
2022
Q2 | $39K | Hold |
2,640
| – | – | 0.01% | 678 |
|
|
2022
Q1 | $47K | Hold |
2,640
| – | – | 0.01% | 681 |
|
|
2021
Q4 | $50K | Hold |
2,640
| – | – | 0.01% | 669 |
|
|
2021
Q3 | $45K | Sell |
2,640
-42
| -2% | -$716 | 0.01% | 720 |
|
|
2021
Q2 | $46K | Hold |
2,682
| – | – | 0.01% | 734 |
|
|
2021
Q1 | $42K | Hold |
2,682
| – | – | 0.01% | 731 |
|
|
2020
Q4 | $40K | Buy |
+2,682
| New | +$40K | 0.01% | 719 |
|