Homrich & Berg’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 | $21.1M | Sell |
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|
2021
Q2 | $21.1M | Sell |
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|
2021
Q1 | $19.6M | Buy |
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|
2020
Q4 | $18.5M | Buy |
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|
2020
Q3 | $8.04M | Buy |
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|
2020
Q2 | $514K | Buy |
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|
2020
Q1 | $388K | Buy |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $235K | Sell |
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|
2019
Q2 | $241K | Sell |
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|
2019
Q1 | $320K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $200K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $203K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $233K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $213K | Buy |
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