Investment Research & Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,662
| Closed | -$32K | – | 197 |
|
|
2021
Q4 | $32K | Hold |
1,662
| – | – | 0.02% | 117 |
|
|
2021
Q3 | $29K | Hold |
1,662
| – | – | 0.02% | 111 |
|
|
2021
Q2 | $29K | Hold |
1,662
| – | – | 0.02% | 120 |
|
|
2021
Q1 | $27K | Hold |
1,662
| – | – | 0.02% | 111 |
|
|
2020
Q4 | $25K | Hold |
1,662
| – | – | 0.02% | 112 |
|
|
2020
Q3 | $22K | Hold |
1,662
| – | – | 0.02% | 114 |
|
|
2020
Q2 | $20K | Buy |
+1,662
| New | +$20K | 0.02% | 114 |
|