Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $970K | Sell |
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|
2022
Q3 | $936K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $874K | Buy |
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|
2020
Q2 | $756K | Buy |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $905K | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $864K | Buy |
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|
2019
Q1 | $823K | Buy |
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|
2018
Q4 | $697K | Buy |
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|
2018
Q3 | $529K | Buy |
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|
2018
Q2 | $405K | Sell |
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|
2018
Q1 | $425K | Buy |
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|
2017
Q4 | $425K | Sell |
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|
2017
Q3 | $415K | Sell |
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|
2017
Q2 | $493K | Buy |
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|
2017
Q1 | $474K | Buy |
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|
2016
Q4 | $441K | Sell |
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|
2016
Q3 | $443K | Sell |
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|
2016
Q2 | $449K | Sell |
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|
2016
Q1 | $487K | Sell |
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|
2015
Q4 | $527K | Buy |
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