Highland Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $988K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.3M | Hold |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $691K | Hold |
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|
2020
Q4 | $654K | Hold |
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|
2020
Q3 | $580K | Hold |
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|
2020
Q2 | $533K | Buy |
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|
2020
Q1 | $440K | Sell |
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|
2019
Q4 | $605K | Sell |
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|
2019
Q3 | $575K | Buy |
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|
2019
Q2 | $567K | Buy |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $476K | Buy |
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|
2018
Q3 | $527K | Sell |
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|
2018
Q2 | $494K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $485K | Hold |
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|
2017
Q3 | $456K | Sell |
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|
2017
Q2 | $447K | Sell |
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|
2017
Q1 | $444K | Sell |
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|
2016
Q4 | $457K | Buy |
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|
2016
Q3 | $443K | Sell |
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|
2016
Q2 | $436K | Buy |
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|
2016
Q1 | $410K | Buy |
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|
2015
Q4 | $303K | Buy |
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