Independence Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $289K | Hold |
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|
2020
Q2 | $266K | Hold |
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|
2020
Q1 | $220K | Hold |
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|
2019
Q4 | $276K | Sell |
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|
2019
Q3 | $268K | Hold |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $256K | Hold |
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|
2018
Q4 | $226K | Hold |
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|
2018
Q3 | $263K | Hold |
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|
2018
Q2 | $246K | Hold |
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|
2018
Q1 | $239K | Buy |
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