Hochman Cole Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $417K | Buy |
24,066
+690
| +3% | +$12K | 0.16% | 87 |
|
|
2021
Q2 | $405K | Sell |
23,376
-1,728
| -7% | -$29.9K | 0.16% | 84 |
|
|
2021
Q1 | $402K | Sell |
25,104
-996
| -4% | -$15.9K | 0.17% | 86 |
|
|
2020
Q4 | $396K | Buy |
26,100
+90
| +0.3% | +$1.37K | 0.17% | 84 |
|
|
2020
Q3 | $350K | Buy |
26,010
+3,342
| +15% | +$45K | 0.17% | 86 |
|
|
2020
Q2 | $280K | Buy |
22,668
+528
| +2% | +$6.52K | 0.15% | 90 |
|
|
2020
Q1 | $226K | Sell |
22,140
-522
| -2% | -$5.33K | 0.16% | 94 |
|
|
2019
Q4 | $290K | Sell |
22,662
-7,074
| -24% | -$90.5K | 0.16% | 94 |
|
|
2019
Q3 | $352K | Buy |
29,736
+2,988
| +11% | +$35.4K | 0.22% | 78 |
|
|
2019
Q2 | $313K | Sell |
26,748
-2,568
| -9% | -$30.1K | 0.19% | 86 |
|
|
2019
Q1 | $330K | Buy |
29,316
+2,652
| +10% | +$29.9K | 0.2% | 85 |
|
|
2018
Q4 | $265K | Buy |
+26,664
| New | +$265K | 0.18% | 90 |
|