Freedman Financial Associates’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
Q2 | – | Sell |
-8,886
| Closed | -$161K | – | 367 |
|
|
2022
Q1 | $161K | Hold |
8,886
| – | – | 0.11% | 89 |
|
|
2021
Q4 | $169K | Hold |
8,886
| – | – | 0.12% | 85 |
|
|
2021
Q3 | $154K | Hold |
8,886
| – | – | 0.11% | 85 |
|
|
2021
Q2 | $154K | Hold |
8,886
| – | – | 0.12% | 79 |
|
|
2021
Q1 | $142K | Hold |
8,886
| – | – | 0.12% | 77 |
|
|
2020
Q4 | $135K | Buy |
+8,886
| New | +$135K | 0.12% | 73 |
|