Jefferies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $864K | Hold |
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|
2022
Q2 | $911K | Sell |
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|
2022
Q1 | $1.44M | Hold |
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|
2021
Q4 | $1.52M | Hold |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.28M | Hold |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $794K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.38M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.09M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $3.74M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $991K | Buy |
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