Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $347K | Hold |
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|
2022
Q2 | $366K | Hold |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $230K | Buy |
|