HC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $113K | Sell |
7,587
-1,125
| -13% | -$16.8K | 0.08% | 94 |
|
|
2022
Q1 | $156K | Sell |
8,712
-420
| -5% | -$7.52K | 0.09% | 85 |
|
|
2021
Q4 | $173K | Buy |
9,132
+4,896
| +116% | +$92.8K | 0.1% | 87 |
|
|
2021
Q3 | $73K | Sell |
4,236
-540
| -11% | -$9.31K | 0.04% | 113 |
|
|
2021
Q2 | $83K | Sell |
4,776
-192
| -4% | -$3.34K | 0.05% | 106 |
|
|
2021
Q1 | $80K | Hold |
4,968
| – | – | 0.05% | 108 |
|
|
2020
Q4 | $75K | Hold |
4,968
| – | – | 0.05% | 109 |
|
|
2020
Q3 | $67K | Hold |
4,968
| – | – | 0.05% | 103 |
|
|
2020
Q2 | $61K | Hold |
4,968
| – | – | 0.05% | 97 |
|
|
2020
Q1 | $51K | Buy |
+4,968
| New | +$51K | 0.05% | 106 |
|