Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-420
| Closed | -$9K | – | 1087 |
|
|
2024
Q3 | $9K | Buy |
420
+246
| +141% | +$5.27K | ﹤0.01% | 841 |
|
|
2024
Q2 | $3K | Hold |
174
| – | – | ﹤0.01% | 1034 |
|
|
2024
Q1 | $3.6K | Hold |
174
| – | – | ﹤0.01% | 975 |
|
|
2023
Q4 | $3K | Hold |
174
| – | – | ﹤0.01% | 964 |
|
|
2023
Q3 | $2.94K | Buy |
+174
| New | +$2.94K | ﹤0.01% | 1023 |
|
|
2023
Q1 | $8K | Buy |
+486
| New | +$8K | ﹤0.01% | 861 |
|
|
2022
Q4 | – | Sell |
-174
| Closed | -$2K | – | 974 |
|
|
2022
Q3 | $2K | Buy |
+174
| New | +$2K | ﹤0.01% | 979 |
|