Garrison Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $911K | Sell |
|
|||||
|
2024
Q2 | $864K | Sell |
|
|||||
|
2024
Q1 | $845K | Sell |
|
|||||
|
2023
Q4 | $813K | Buy |
|
|||||
|
2023
Q3 | $697K | Buy |
|
|||||
|
2023
Q2 | $680K | Sell |
|
|||||
|
2023
Q1 | $846K | Sell |
|
|||||
|
2022
Q4 | $790K | Sell |
|
|||||
|
2022
Q3 | $742K | Buy |
|
|||||
|
2022
Q2 | $781K | Sell |
|
|||||
|
2022
Q1 | $947K | Buy |
|
|||||
|
2021
Q4 | $758K | Sell |
|
|||||
|
2021
Q3 | $700K | Sell |
|
|||||
|
2021
Q2 | $717K | Sell |
|
|||||
|
2021
Q1 | $662K | Buy |
|
|||||
|
2020
Q4 | $603K | Sell |
|
|||||
|
2020
Q3 | $1.36M | Buy |
|
|||||
|
2020
Q2 | $1.25M | Buy |
|
|||||
|
2020
Q1 | $1.03M | Sell |
|
|||||
|
2019
Q4 | $1.29M | Sell |
|
|||||
|
2019
Q3 | $1.2M | Buy |
|
|||||
|
2019
Q2 | $1.17M | Sell |
|
|||||
|
2019
Q1 | $1.13M | Buy |
|
|||||
|
2018
Q4 | $998K | Buy |
|
|||||
|
2018
Q3 | $466K | Sell |
|
|||||
|
2018
Q2 | $436K | Buy |
|
|||||
|
2018
Q1 | $401K | Buy |
|
|||||
|
2017
Q4 | $399K | Buy |
|
|||||
|
2017
Q3 | $373K | Buy |
|
|||||
|
2017
Q2 | $350K | Buy |
|
|||||
|
2017
Q1 | $336K | Buy |
|
|||||
|
2016
Q4 | $318K | Buy |
|
|||||
|
2016
Q3 | $306K | Buy |
|
|||||
|
2016
Q2 | $295K | Sell |
|
|||||
|
2016
Q1 | $296K | Buy |
|
|||||
|
2015
Q4 | $279K | Buy |
|