Leo Brokerage’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $277K | Sell |
15,861
-591
| -4% | -$10.3K | 0.03% | 248 |
|
|
2023
Q1 | $265K | Buy |
+16,452
| New | +$265K | 0.04% | 245 |
|
|
2022
Q2 | $310K | Buy |
20,805
+1,713
| +9% | +$25.5K | 0.08% | 132 |
|
|
2022
Q1 | $343K | Buy |
+19,092
| New | +$343K | 0.05% | 181 |
|
|
2021
Q3 | $358K | Buy |
20,652
+672
| +3% | +$11.6K | 0.07% | 134 |
|
|
2021
Q2 | $346K | Buy |
19,980
+2,286
| +13% | +$39.6K | 0.07% | 139 |
|
|
2021
Q1 | $283K | Buy |
17,694
+2,208
| +14% | +$35.3K | 0.08% | 150 |
|
|
2020
Q4 | $235K | Buy |
+15,486
| New | +$235K | 0.08% | 152 |
|