Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $289K | Hold |
21,528
| – | – | 0.06% | 73 |
|
|
2020
Q2 | $266K | Hold |
21,528
| – | – | 0.06% | 75 |
|
|
2020
Q1 | $220K | Hold |
21,528
| – | – | 0.06% | 73 |
|
|
2019
Q4 | $276K | Sell |
21,528
-1,182
| -5% | -$15.2K | 0.07% | 73 |
|
|
2019
Q3 | $268K | Hold |
22,710
| – | – | 0.07% | 78 |
|
|
2019
Q2 | $266K | Hold |
22,710
| – | – | 0.07% | 76 |
|
|
2019
Q1 | $256K | Hold |
22,710
| – | – | 0.07% | 76 |
|
|
2018
Q4 | $226K | Hold |
22,710
| – | – | 0.08% | 73 |
|
|
2018
Q3 | $263K | Hold |
22,710
| – | – | 0.08% | 71 |
|
|
2018
Q2 | $246K | Hold |
22,710
| – | – | 0.08% | 67 |
|
|
2018
Q1 | $239K | Buy |
+22,710
| New | +$239K | 0.08% | 66 |
|