M&R Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$31K Buy
2024
Q2
$29.2K Hold
2024
Q1
$28.2K Sell
2023
Q4
$64.2K Buy
2023
Q3
$57.5K Buy
2023
Q2
$56.6K Buy
2023
Q1
$30.1K Buy
2022
Q4
$25.3K Buy
2022
Q3
$12K Buy
2022
Q2
$2K Buy