Heritage Wealth Management (Arizona)’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
Q4 | $480K | Buy |
31,884
+12,558
| +65% | +$189K | 0.07% | 220 |
|
|
2022
Q3 | $273K | Buy |
19,326
+3,012
| +18% | +$42.5K | 0.09% | 168 |
|
|
2022
Q2 | $243K | Sell |
16,314
-124,314
| -88% | -$1.85M | 0.08% | 196 |
|
|
2022
Q1 | $2.52M | Buy |
+140,628
| New | +$2.52M | 0.68% | 25 |
|
|
2021
Q3 | $3.89M | Sell |
224,292
-151,116
| -40% | -$2.62M | 1.38% | 12 |
|
|
2021
Q2 | $6.51M | Buy |
+375,408
| New | +$6.51M | 2.47% | 6 |
|