Lenox Wealth Advisors’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
Q1 | $16.9M | Sell |
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|
2021
Q4 | $19.1M | Sell |
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|
2021
Q3 | $17.5M | Sell |
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|
2021
Q2 | $17.8M | Buy |
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|
2021
Q1 | $15.8M | Buy |
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|
2020
Q4 | $14.5M | Sell |
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|
2020
Q3 | $13.1M | Sell |
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|
2020
Q2 | $13.1M | Buy |
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|
2020
Q1 | $10.5M | Buy |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | $11.6M | Buy |
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|
2019
Q2 | $11.3M | Buy |
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|
2019
Q1 | $10.3M | Buy |
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|
2018
Q4 | $8.67M | Buy |
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|
2018
Q3 | $9.17M | Buy |
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|
2018
Q2 | $7.75M | Buy |
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|
2018
Q1 | $7.22M | Buy |
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|
2017
Q4 | $6.77M | Buy |
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|
2017
Q3 | $5.88M | Buy |
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|
2017
Q2 | $5.19M | Buy |
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|
2017
Q1 | $4.5M | Buy |
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|
2016
Q4 | $4.24M | Buy |
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|
2016
Q3 | $3.83M | Buy |
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|
2016
Q2 | $3.42M | Buy |
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|
2016
Q1 | $2.9M | Buy |
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|
2015
Q4 | $2.48M | Buy |
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|
2015
Q3 | $1.74M | Buy |
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|
2015
Q2 | $1.23M | Buy |
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|
2015
Q1 | $644K | Buy |
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|
2014
Q4 | $287K | Buy |
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|
2014
Q3 | $23K | Buy |
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