Geneva 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $506K | Buy |
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|
2017
Q1 | $476K | Buy |
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|
2016
Q4 | $415K | Buy |
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|
2016
Q3 | $339K | Buy |
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|
2016
Q2 | $312K | Sell |
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|
2016
Q1 | $531K | Sell |
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|
2015
Q4 | $827K | Buy |
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|
2015
Q3 | $258K | Buy |
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|
2015
Q2 | $278K | Hold |
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|
2015
Q1 | $280K | Buy |
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|
2014
Q4 | $242K | Hold |
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|
2014
Q3 | $232K | Buy |
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|
2014
Q2 | $230K | Hold |
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|
2014
Q1 | $219K | Buy |
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