LWM
LBA Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-515
| Closed | -$25K | – | 460 |
|
|
2016
Q1 | $25K | Hold |
515
| – | – | 0.01% | 237 |
|
|
2015
Q4 | $25K | Hold |
515
| – | – | 0.01% | 248 |
|
|
2015
Q3 | $24K | Sell |
515
-445
| -46% | -$20.7K | 0.02% | 219 |
|
|
2015
Q2 | $47K | Buy |
960
+300
| +45% | +$14.7K | 0.03% | 169 |
|
|
2015
Q1 | $33K | Buy |
+660
| New | +$33K | 0.02% | 186 |
|