Investment Security Group’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
2021
Q3
$100M Sell
2021
Q2
$101M Sell
2021
Q1
$93.7M Sell
2020
Q4
$90M Buy
2020
Q3
$79.2M Buy
2020
Q2
$61.2M Sell
2020
Q1
$51M Buy
2019
Q4
Hold
2019
Q3
Hold
2019
Q2
Hold
2019
Q1
Hold