Harvest Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-30
| Closed | – | – | 934 |
|
|
2019
Q4 | $0 | Buy |
30
+12
| +67% | – | ﹤0.01% | 1035 |
|
|
2019
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1120 |
|
|
2019
Q2 | $0 | Sell |
18
-744
| -98% | – | ﹤0.01% | 990 |
|
|
2019
Q1 | $9K | Sell |
762
-25,728
| -97% | -$304K | 0.01% | 263 |
|
|
2018
Q4 | $264K | Sell |
26,490
-11,136
| -30% | -$111K | 0.34% | 27 |
|
|
2018
Q3 | $436K | Sell |
37,626
-3,966
| -10% | -$46K | 0.3% | 25 |
|
|
2018
Q2 | $451K | Sell |
41,592
-108
| -0.3% | -$1.17K | 0.31% | 28 |
|
|
2018
Q1 | $438K | Buy |
41,700
+12
| +0% | +$126 | 0.3% | 31 |
|
|
2017
Q4 | $443K | Buy |
+41,688
| New | +$443K | 0.27% | 32 |
|