KKAMG
Kernodle & Katon Asset Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $11.5M | Sell |
203,725
-14,349
| -7% | -$807K | 6.87% | 2 |
|
|
2016
Q4 | $11.6M | Buy |
218,074
+5,551
| +3% | +$296K | 6.96% | 2 |
|
|
2016
Q3 | $11M | Sell |
212,523
-21,630
| -9% | -$1.12M | 6.82% | 2 |
|
|
2016
Q2 | $11.7M | Sell |
234,153
-74,119
| -24% | -$3.69M | 10.77% | 2 |
|
|
2016
Q1 | $15.1M | Sell |
308,272
-63,284
| -17% | -$3.09M | 14.27% | 2 |
|
|
2015
Q4 | $18M | Buy |
+371,556
| New | +$18M | 17.29% | 2 |
|