Geller Advisors’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
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.45M | Buy |
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|
2023
Q4 | $1.32M | Hold |
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|
2023
Q3 | $1.18M | Hold |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $261K | Hold |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $333K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $918K | Buy |
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|
2021
Q1 | $846K | Buy |
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|
2020
Q4 | $798K | Buy |
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|
2020
Q3 | $705K | Buy |
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|
2020
Q2 | $644K | Buy |
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