Harborview Advisors’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
2021
Q3
$886K Hold
2021
Q2
$885K Buy
2021
Q1
$774K Buy
2020
Q4
$688K Sell
2020
Q3
$699K Buy
2020
Q2
$640K Buy
2020
Q1
$491K Sell
2019
Q4
$670K Sell
2019
Q3
$632K Sell
2019
Q2
$627K Buy
2019
Q1
$598K Buy
2018
Q4
$486K Buy
2018
Q3
$564K Buy
2018
Q2
$448K Buy
2018
Q1
$240K Buy