LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $93K | Hold |
6,936
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $86K | Sell |
6,936
-1,014
| -13% | -$12.6K | 0.04% | 194 |
|
|
2020
Q1 | $81K | Buy |
7,950
+12
| +0.2% | +$122 | 0.04% | 183 |
|
|
2019
Q4 | $102K | Sell |
7,938
-5,088
| -39% | -$65.4K | 0.05% | 183 |
|
|
2019
Q3 | $154K | Buy |
13,026
+5,106
| +64% | +$60.4K | 0.07% | 145 |
|
|
2019
Q2 | $93K | Buy |
7,920
+66
| +0.8% | +$775 | 0.04% | 189 |
|
|
2019
Q1 | $88K | Buy |
7,854
+228
| +3% | +$2.56K | 0.05% | 194 |
|
|
2018
Q4 | $76K | Sell |
7,626
-576
| -7% | -$5.74K | 0.05% | 196 |
|
|
2018
Q3 | $95K | Buy |
8,202
+1,026
| +14% | +$11.9K | 0.05% | 188 |
|
|
2018
Q2 | $78K | Hold |
7,176
| – | – | 0.04% | 196 |
|
|
2018
Q1 | $75K | Buy |
+7,176
| New | +$75K | 0.04% | 191 |
|