Life Planning Partners’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 |
-3,549
| Closed | -$66.7K | – | 205 |
|
|
2023
Q4 | $66.7K | Buy |
+3,549
| New | +$66.7K | 0.07% | 93 |
|
|
2022
Q3 | $45.3K | Hold |
3,210
| – | – | 0.05% | 92 |
|
|
2022
Q2 | $48K | Hold |
3,210
| – | – | 0.05% | 89 |
|
|
2022
Q1 | $58K | Hold |
3,210
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $61K | Buy |
+3,210
| New | +$61K | 0.06% | 82 |
|