Madison Investment Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $527K | Sell |
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|
2019
Q1 | $514K | Hold |
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|
2018
Q4 | $454K | Sell |
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|
2018
Q3 | $727K | Sell |
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|
2018
Q2 | $799K | Sell |
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|
2018
Q1 | $785K | Buy |
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|
2017
Q4 | $639K | Hold |
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|
2017
Q3 | $601K | Hold |
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|
2017
Q2 | $579K | Sell |
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|
2017
Q1 | $572K | Buy |
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|
2016
Q4 | $520K | Sell |
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|
2016
Q3 | $587K | Sell |
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|
2016
Q2 | $704K | Buy |
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|
2016
Q1 | $207K | Sell |
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|
2015
Q4 | $282K | Buy |
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