Heritage Way 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
Q4 | $7.92M | Sell |
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|
2021
Q3 | $7.47M | Sell |
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|
2021
Q2 | $7.55M | Sell |
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|
2021
Q1 | $7.05M | Sell |
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|
2020
Q4 | $6.74M | Sell |
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|
2020
Q3 | $5.99M | Buy |
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|
2020
Q2 | $5.05M | Buy |
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|
2020
Q1 | $4.15M | Buy |
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|
2019
Q4 | $5.19M | Sell |
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|
2019
Q3 | $4.99M | Buy |
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|
2019
Q2 | $4.83M | Buy |
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|
2019
Q1 | $4.46M | Buy |
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|
2018
Q4 | $3.71M | Buy |
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|
2018
Q3 | $4.18M | Buy |
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|
2018
Q2 | $3.56M | Sell |
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|
2018
Q1 | $3.46M | Buy |
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|
2017
Q4 | $3.21M | Sell |
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|
2017
Q3 | $3.11M | Buy |
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|
2017
Q2 | $2.82M | Sell |
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|
2017
Q1 | $2.86M | Buy |
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|
2016
Q4 | $2.69M | Buy |
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