Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.39M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $125K | Hold |
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|
2018
Q1 | $121K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $124K | Sell |
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|
2017
Q2 | $125K | Buy |
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|
2017
Q1 | $123K | Sell |
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|
2016
Q4 | $148K | Buy |
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|
2016
Q3 | $131K | Buy |
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|
2016
Q2 | $30K | Sell |
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|
2016
Q1 | $55K | Hold |
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|
2015
Q4 | $55K | Buy |
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