Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24.2K | Hold |
1,080
| – | – | 0.01% | 116 |
|
|
2024
Q2 | $23.1K | Sell |
1,080
-1,020
| -49% | -$21.8K | 0.01% | 119 |
|
|
2024
Q1 | $43.1K | Sell |
2,100
-240
| -10% | -$4.93K | 0.01% | 99 |
|
|
2023
Q4 | $43.3K | Hold |
2,340
| – | – | 0.01% | 96 |
|
|
2023
Q3 | $39.5K | Hold |
2,340
| – | – | 0.01% | 91 |
|
|
2023
Q2 | $40.8K | Hold |
2,340
| – | – | 0.01% | 84 |
|
|
2023
Q1 | $37.7K | Sell |
2,340
-360
| -13% | -$5.8K | 0.01% | 89 |
|
|
2022
Q4 | $40.6K | Sell |
2,700
-264
| -9% | -$3.97K | 0.01% | 87 |
|
|
2022
Q3 | $41.8K | Hold |
2,964
| – | – | 0.02% | 85 |
|
|
2022
Q2 | $44.1K | Hold |
2,964
| – | – | 0.02% | 87 |
|
|
2022
Q1 | $53.2K | Hold |
2,964
| – | – | 0.02% | 94 |
|
|
2021
Q4 | $56.2K | Hold |
2,964
| – | – | 0.02% | 79 |
|
|
2021
Q3 | $51.4K | Buy |
+2,964
| New | +$51.4K | 0.02% | 71 |
|