Gratus Capital’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
Q2 | $267K | Hold |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $346K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $16.5M | Buy |
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|
2020
Q1 | $246K | Buy |
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