Hochman Cole Investment 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
Q3 | $417K | Buy |
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|
2021
Q2 | $405K | Sell |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $396K | Buy |
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|
2020
Q3 | $350K | Buy |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $226K | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $265K | Buy |
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