Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,412
| Closed | -$158K | – | 227 |
|
|
2023
Q4 | $158K | Buy |
8,412
+3,672
| +77% | +$69K | 0.08% | 72 |
|
|
2023
Q3 | $79.9K | Sell |
4,740
-45
| -0.9% | -$759 | 0.04% | 88 |
|
|
2023
Q2 | $83.5K | Sell |
4,785
-366
| -7% | -$6.39K | 0.05% | 84 |
|
|
2023
Q1 | $83K | Sell |
5,151
-36
| -0.7% | -$580 | 0.05% | 76 |
|
|
2022
Q4 | $78K | Sell |
5,187
-1,332
| -20% | -$20K | 0.05% | 77 |
|
|
2022
Q3 | $92K | Sell |
6,519
-219
| -3% | -$3.09K | 0.07% | 73 |
|
|
2022
Q2 | $100K | Buy |
6,738
+216
| +3% | +$3.21K | 0.07% | 74 |
|
|
2022
Q1 | $117K | Sell |
6,522
-1,278
| -16% | -$22.9K | 0.09% | 59 |
|
|
2021
Q4 | $148K | Buy |
+7,800
| New | +$148K | 0.11% | 50 |
|