Lattice Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $311K | Sell |
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|
2018
Q3 | $719K | Sell |
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|
2018
Q2 | $929K | Sell |
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|
2018
Q1 | $918K | Sell |
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|
2017
Q4 | $953K | Sell |
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|
2017
Q3 | $908K | Buy |
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|
2017
Q2 | $646K | Buy |
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|
2017
Q1 | $415K | Sell |
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|
2016
Q4 | $409K | Sell |
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|
2016
Q3 | $551K | Hold |
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|
2016
Q2 | $531K | Hold |
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|
2016
Q1 | $521K | Buy |
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|
2015
Q4 | $488K | Buy |
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|
2015
Q3 | $385K | Buy |
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|
2015
Q2 | $213K | Hold |
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|
2015
Q1 | $214K | Sell |
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|
2014
Q4 | $268K | Buy |
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