Kelly Financial Services’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
Q2 | – | Sell |
-39
| Closed | -$677 | – | 712 |
|
|
2022
Q1 | $677 | Buy |
39
+3
| +8% | +$52 | ﹤0.01% | 587 |
|
|
2021
Q4 | $713 | Hold |
36
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $650 | Sell |
36
-3,846
| -99% | -$69.4K | ﹤0.01% | 587 |
|
|
2021
Q2 | $6K | Buy |
3,882
+3,846
| +10,683% | +$5.94K | ﹤0.01% | 610 |
|
|
2021
Q1 | $596 | Hold |
36
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $563 | Hold |
36
| – | – | ﹤0.01% | 538 |
|
|
2020
Q3 | $497 | Hold |
36
| – | – | ﹤0.01% | 518 |
|
|
2020
Q2 | $454 | Hold |
36
| – | – | ﹤0.01% | 535 |
|
|
2020
Q1 | $374 | Hold |
36
| – | – | ﹤0.01% | 510 |
|
|
2019
Q4 | $466 | Hold |
36
| – | – | ﹤0.01% | 503 |
|
|
2019
Q3 | $428 | Buy |
+36
| New | +$428 | ﹤0.01% | 491 |
|