LFA
Legacy Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,341
| Closed | -$91K | – | 752 |
|
|
2019
Q1 | $91K | Hold |
1,341
| – | – | 0.03% | 180 |
|
|
2018
Q4 | $80K | Hold |
1,341
| – | – | 0.03% | 167 |
|
|
2018
Q3 | $93K | Hold |
1,341
| – | – | 0.03% | 178 |
|
|
2018
Q2 | $90K | Hold |
1,341
| – | – | 0.03% | 181 |
|
|
2018
Q1 | $85K | Hold |
1,341
| – | – | 0.03% | 183 |
|
|
2017
Q4 | $85K | Buy |
+1,341
| New | +$85K | 0.03% | 194 |
|