Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $712K | Buy |
75,924
+9,270
| +14% | +$86.9K | 0.24% | 106 |
|
|
2016
Q4 | $592K | Buy |
66,654
+25,932
| +64% | +$230K | 0.22% | 112 |
|
|
2016
Q3 | $350K | Sell |
40,722
-15,678
| -28% | -$135K | 0.13% | 150 |
|
|
2016
Q2 | $468K | Buy |
56,400
+5,808
| +11% | +$48.2K | 0.18% | 116 |
|
|
2016
Q1 | $412K | Buy |
50,592
+13,278
| +36% | +$108K | 0.17% | 113 |
|
|
2015
Q4 | $302K | Buy |
37,314
+6,744
| +22% | +$54.6K | 0.13% | 131 |
|
|
2015
Q3 | $233K | Buy |
30,570
+2,682
| +10% | +$20.4K | 0.1% | 163 |
|
|
2015
Q2 | $229K | Buy |
27,888
+10,194
| +58% | +$83.7K | 0.09% | 173 |
|
|
2015
Q1 | $146K | Buy |
+17,694
| New | +$146K | 0.06% | 231 |
|