HT Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $680K | Hold |
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|
2022
Q2 | $717K | Hold |
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|
2022
Q1 | $865K | Hold |
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|
2021
Q4 | $914K | Hold |
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|
2021
Q3 | $835K | Sell |
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|
2021
Q2 | $855K | Hold |
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|
2021
Q1 | $790K | Sell |
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|
2020
Q4 | $772K | Sell |
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|
2020
Q3 | $718K | Hold |
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|
2020
Q2 | $660K | Hold |
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|
2020
Q1 | $546K | Buy |
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|
2019
Q4 | $636K | Hold |
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|
2019
Q3 | $587K | Sell |
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|
2019
Q2 | $592K | Hold |
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|
2019
Q1 | $571K | Sell |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $641K | Hold |
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|
2018
Q2 | $598K | Hold |
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|
2018
Q1 | $578K | Hold |
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|
2017
Q4 | $587K | Hold |
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|
2017
Q3 | $551K | Sell |
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|
2017
Q2 | $531K | Sell |
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|
2017
Q1 | $541K | Sell |
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|
2016
Q4 | $527K | Buy |
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|
2016
Q3 | $501K | Hold |
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|
2016
Q2 | $483K | Buy |
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|
2016
Q1 | $393K | Buy |
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|
2015
Q4 | $325K | Sell |
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|
2015
Q3 | $624K | Sell |
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|
2015
Q2 | $32.8M | Buy |
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|
2015
Q1 | $32.3M | Buy |
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