Loveless Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $921K | Buy |
61,842
+1,554
| +3% | +$23.1K | 0.6% | 54 |
|
|
2022
Q1 | $1.08M | Buy |
60,288
+4,602
| +8% | +$82.6K | 0.61% | 54 |
|
|
2021
Q4 | $1.06M | Buy |
55,686
+5,676
| +11% | +$108K | 0.58% | 57 |
|
|
2021
Q3 | $867K | Buy |
50,010
+4,902
| +11% | +$85K | 0.53% | 62 |
|
|
2021
Q2 | $782K | Buy |
45,108
+5,310
| +13% | +$92.1K | 0.48% | 65 |
|
|
2021
Q1 | $637K | Buy |
39,798
+6,372
| +19% | +$102K | 0.42% | 73 |
|
|
2020
Q4 | $507K | Buy |
33,426
+10,950
| +49% | +$166K | 0.37% | 79 |
|
|
2020
Q3 | $302K | Buy |
22,476
+444
| +2% | +$5.97K | 0.25% | 91 |
|
|
2020
Q2 | $272K | Buy |
22,032
+1,098
| +5% | +$13.6K | 0.25% | 91 |
|
|
2020
Q1 | $214K | Buy |
20,934
+48
| +0.2% | +$491 | 0.25% | 89 |
|
|
2019
Q4 | $268K | Buy |
+20,886
| New | +$268K | 0.23% | 101 |
|