Gunma Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-120,000
| Closed | -$1.79M | – | 48 |
|
2022
Q2 | $1.79M | Buy |
+120,000
| New | +$1.79M | 0.76% | 41 |
|
2022
Q1 | – | Sell |
-108,000
| Closed | -$2.05M | – | 28 |
|
2021
Q4 | $2.05M | Sell |
108,000
-72,000
| -40% | -$1.37M | 1.79% | 32 |
|
2021
Q3 | $3.12M | Hold |
180,000
| – | – | 1.73% | 25 |
|
2021
Q2 | $3.12M | Sell |
180,000
-21,000
| -10% | -$364K | 2.06% | 15 |
|
2021
Q1 | $3.22M | Buy |
201,000
+132,000
| +191% | +$2.11M | 1.84% | 17 |
|
2020
Q4 | $1.05M | Buy |
+69,000
| New | +$1.05M | 0.95% | 14 |
|