LJAC
L.J. Altfest & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
16,114
-4,833
| -23% | -$118K | 0.05% | 249 |
|
|
2025
Q1 | $463K | Buy |
20,947
+108
| +0.5% | +$2.39K | 0.06% | 230 |
|
|
2024
Q4 | $483K | Buy |
20,839
+13,698
| +192% | +$318K | 0.06% | 212 |
|
|
2024
Q3 | $485K | Sell |
7,141
-18
| -0.3% | -$1.22K | 0.06% | 212 |
|
|
2024
Q2 | $460K | Buy |
7,159
+1,150
| +19% | +$73.9K | 0.06% | 208 |
|
|
2024
Q1 | $373K | Buy |
6,009
+1,800
| +43% | +$112K | 0.05% | 227 |
|
|
2023
Q4 | $237K | Buy |
+4,209
| New | +$237K | 0.03% | 276 |
|
|
2017
Q3 | – | Sell |
-3,587
| Closed | -$207K | – | 147 |
|
|
2017
Q2 | $207K | Sell |
3,587
-70,847
| -95% | -$4.09M | 0.13% | 134 |
|
|
2017
Q1 | $4.19M | Buy |
+74,434
| New | +$4.19M | 1.66% | 8 |
|