GSIS
Global Strategic Investment Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,254
| Closed | -$1.48M | – | 133 |
|
|
2020
Q4 | $1.48M | Hold |
16,254
| – | – | 0.33% | 39 |
|
|
2020
Q3 | $1.31M | Buy |
16,254
+232
| +1% | +$18.7K | 0.33% | 41 |
|
|
2020
Q2 | $1.19M | Buy |
16,022
+48
| +0.3% | +$3.56K | 0.33% | 41 |
|
|
2020
Q1 | $978K | Buy |
15,974
+943
| +6% | +$57.7K | 0.37% | 35 |
|
|
2019
Q4 | $1.16M | Sell |
15,031
-1,087
| -7% | -$83.5K | 0.42% | 21 |
|
|
2019
Q3 | $1.14M | Hold |
16,118
| – | – | 0.45% | 21 |
|
|
2019
Q2 | $1.13M | Hold |
16,118
| – | – | 0.57% | 22 |
|
|
2019
Q1 | $1.09M | Sell |
16,118
-209
| -1% | -$14.1K | 0.59% | 21 |
|
|
2018
Q4 | $975K | Buy |
+16,327
| New | +$975K | 0.83% | 19 |
|