HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $671K | Buy |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $460K | Buy |
|
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $424 | Sell |
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|
2021
Q1 | $396K | Buy |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $212K | Sell |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $300K | Buy |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $268K | Sell |
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|
2018
Q4 | $245K | Sell |
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|
2018
Q3 | $301K | Sell |
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|
2018
Q2 | $306K | Sell |
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|
2018
Q1 | $298K | Sell |
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|
2017
Q4 | $303K | Buy |
|