GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.72M | Buy |
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|
2023
Q3 | $2.96M | Buy |
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|
2023
Q2 | $3.05M | Buy |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $2.61M | Buy |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $324K | Buy |
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