LYV
Live Your Vision’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $18.1M | Buy |
258,376
+232,122
| +884% | +$16.3M | 5.49% | 6 |
|
|
2018
Q4 | $1.63M | Buy |
26,254
+6,592
| +34% | +$408K | 0.55% | 29 |
|
|
2018
Q3 | $1.37M | Buy |
19,662
+608
| +3% | +$42.3K | 0.44% | 30 |
|
|
2018
Q2 | $1.27M | Buy |
19,054
+1,984
| +12% | +$132K | 0.42% | 30 |
|
|
2018
Q1 | $1.1M | Buy |
17,070
+1,052
| +7% | +$67.7K | 0.37% | 33 |
|
|
2017
Q4 | $1.07M | Sell |
16,018
-11,644
| -42% | -$780K | 0.36% | 36 |
|
|
2017
Q3 | $1.66M | Sell |
27,662
-1,072
| -4% | -$64.4K | 0.59% | 29 |
|
|
2017
Q2 | $1.7M | Buy |
28,734
+4,774
| +20% | +$282K | 0.63% | 27 |
|
|
2017
Q1 | $1.35M | Buy |
23,960
+2,481
| +12% | +$140K | 0.53% | 32 |
|
|
2016
Q4 | $1.14M | Sell |
21,479
-3,108
| -13% | -$166K | 0.49% | 36 |
|
|
2016
Q3 | $1.27M | Sell |
24,587
-1,355
| -5% | -$69.9K | 0.54% | 34 |
|
|
2016
Q2 | $1.29M | Sell |
25,942
-286
| -1% | -$14.2K | 0.59% | 36 |
|
|
2016
Q1 | $1.28M | Buy |
26,228
+5,499
| +27% | +$269K | 0.61% | 34 |
|
|
2015
Q4 | $1.01M | Sell |
20,729
-614
| -3% | -$29.8K | 0.48% | 39 |
|
|
2015
Q3 | $977K | Buy |
21,343
+5,024
| +31% | +$230K | 0.46% | 36 |
|
|
2015
Q2 | $811K | Sell |
16,319
-3,083
| -16% | -$153K | 0.38% | 35 |
|
|
2015
Q1 | $962K | Sell |
19,402
-63,543
| -77% | -$3.15M | 0.46% | 34 |
|
|
2014
Q4 | $4.01M | Buy |
82,945
+3,933
| +5% | +$190K | 1.99% | 16 |
|
|
2014
Q3 | $3.56M | Buy |
79,012
+1,566
| +2% | +$70.5K | 1.88% | 18 |
|
|
2014
Q2 | $3.63M | Sell |
77,446
-487
| -0.6% | -$22.8K | 1.9% | 15 |
|
|
2014
Q1 | $3.48M | Buy |
77,933
+6,234
| +9% | +$279K | 1.84% | 14 |
|
|
2013
Q4 | $3.16M | Buy |
71,699
+7,270
| +11% | +$320K | 1.74% | 16 |
|
|
2013
Q3 | $2.59M | Buy |
+64,429
| New | +$2.59M | 1.49% | 16 |
|