Linscomb Wealth’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
Q4 | – | Sell |
-12,930
| Closed | -$218K | – | 276 |
|
|
2023
Q3 | $218K | Sell |
12,930
-270
| -2% | -$4.55K | 0.01% | 258 |
|
|
2023
Q2 | $230K | Buy |
+13,200
| New | +$230K | 0.01% | 263 |
|
|
2022
Q3 | – | Sell |
-15,525
| Closed | -$231K | – | 290 |
|
|
2022
Q2 | $231K | Buy |
15,525
+3,414
| +28% | +$50.8K | 0.01% | 272 |
|
|
2022
Q1 | $217K | Sell |
12,111
-57
| -0.5% | -$1.02K | 0.01% | 313 |
|
|
2021
Q4 | $231K | Buy |
12,168
+444
| +4% | +$8.43K | 0.01% | 303 |
|
|
2021
Q3 | $203K | Buy |
+11,724
| New | +$203K | 0.01% | 316 |
|