Lake Street Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.24M | Sell |
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|
2024
Q3 | $9.36M | Buy |
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|
2024
Q2 | $8.89M | Hold |
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|
2024
Q1 | $8.55M | Hold |
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|
2023
Q4 | $7.77M | Buy |
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|
2023
Q3 | $6.95M | Buy |
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|
2023
Q2 | $7.17M | Sell |
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|
2023
Q1 | $6.69M | Buy |
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|
2022
Q4 | $6.22M | Buy |
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|
2022
Q3 | $5.81M | Buy |
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|
2022
Q2 | $6.11M | Sell |
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|
2022
Q1 | $7.95M | Sell |
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|
2021
Q4 | $8.63M | Sell |
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|
2021
Q3 | $8.68M | Sell |
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|
2021
Q2 | $9.28M | Buy |
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|
2021
Q1 | $8.24M | Buy |
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|
2020
Q4 | $7.78M | Buy |
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|
2020
Q3 | $6.88M | Buy |
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|
2020
Q2 | $5.83M | Buy |
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|
2020
Q1 | $3.74M | Buy |
|