Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $886K | Hold |
51,078
| – | – | 0.5% | 41 |
|
|
2021
Q2 | $885K | Buy |
51,078
+2,694
| +6% | +$46.7K | 0.5% | 42 |
|
|
2021
Q1 | $774K | Buy |
48,384
+2,982
| +7% | +$47.7K | 0.47% | 45 |
|
|
2020
Q4 | $688K | Sell |
45,402
-6,636
| -13% | -$101K | 0.46% | 54 |
|
|
2020
Q3 | $699K | Buy |
52,038
+198
| +0.4% | +$2.66K | 0.53% | 44 |
|
|
2020
Q2 | $640K | Buy |
51,840
+3,768
| +8% | +$46.5K | 0.53% | 46 |
|
|
2020
Q1 | $491K | Sell |
48,072
-4,272
| -8% | -$43.6K | 0.49% | 46 |
|
|
2019
Q4 | $670K | Sell |
52,344
-1,080
| -2% | -$13.8K | 0.51% | 38 |
|
|
2019
Q3 | $632K | Sell |
53,424
-174
| -0.3% | -$2.06K | 0.51% | 40 |
|
|
2019
Q2 | $627K | Buy |
53,598
+534
| +1% | +$6.25K | 0.51% | 40 |
|
|
2019
Q1 | $598K | Buy |
53,064
+4,212
| +9% | +$47.5K | 0.52% | 39 |
|
|
2018
Q4 | $486K | Buy |
48,852
+186
| +0.4% | +$1.85K | 0.57% | 30 |
|
|
2018
Q3 | $564K | Buy |
48,666
+7,320
| +18% | +$84.8K | 0.57% | 31 |
|
|
2018
Q2 | $448K | Buy |
41,346
+18,498
| +81% | +$200K | 0.41% | 42 |
|
|
2018
Q1 | $240K | Buy |
+22,848
| New | +$240K | 0.23% | 62 |
|