Lehman & Derafelo Financial Resources’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-588
| Closed | -$8K | – | 173 |
|
|
2022
Q3 | $8K | Hold |
588
| – | – | ﹤0.01% | 173 |
|
|
2022
Q2 | $9K | Buy |
+588
| New | +$9K | ﹤0.01% | 175 |
|
|
2021
Q4 | – | Sell |
-588
| Closed | -$10K | – | 172 |
|
|
2021
Q3 | $10K | Hold |
588
| – | – | ﹤0.01% | 174 |
|
|
2021
Q2 | $10K | Hold |
588
| – | – | ﹤0.01% | 199 |
|
|
2021
Q1 | $9K | Hold |
588
| – | – | ﹤0.01% | 201 |
|
|
2020
Q4 | $9K | Hold |
588
| – | – | ﹤0.01% | 197 |
|
|
2020
Q3 | $8K | Hold |
588
| – | – | ﹤0.01% | 196 |
|
|
2020
Q2 | $7K | Hold |
588
| – | – | ﹤0.01% | 192 |
|
|
2020
Q1 | $6K | Hold |
588
| – | – | ﹤0.01% | 170 |
|
|
2019
Q4 | $8K | Hold |
588
| – | – | ﹤0.01% | 179 |
|
|
2019
Q3 | $7K | Hold |
588
| – | – | ﹤0.01% | 171 |
|
|
2019
Q2 | $7K | Sell |
588
-132
| -18% | -$1.57K | ﹤0.01% | 163 |
|
|
2019
Q1 | $8K | Hold |
720
| – | – | ﹤0.01% | 159 |
|
|
2018
Q4 | $7K | Buy |
+720
| New | +$7K | ﹤0.01% | 152 |
|