IDA
Intelligence Driven Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,268
| Closed | -$303K | – | 93 |
|
|
2019
Q3 | $303K | Hold |
4,268
| – | – | 0.14% | 70 |
|
|
2019
Q2 | $300K | Hold |
4,268
| – | – | 0.14% | 85 |
|
|
2019
Q1 | $289K | Sell |
4,268
-63
| -1% | -$4.27K | 0.16% | 75 |
|
|
2018
Q4 | $259K | Buy |
+4,331
| New | +$259K | 0.16% | 83 |
|