Gray Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $435K | Buy |
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|
2024
Q3 | $416K | Sell |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $392K | Hold |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $356K | Sell |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $322K | Sell |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $525K | Hold |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $470K | Hold |
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|
2021
Q1 | $434K | Sell |
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|
2020
Q4 | $425K | Hold |
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|
2020
Q3 | $378K | Hold |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $288K | Buy |
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