Maple Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-13,368
| Closed | -$241K | – | 107 |
|
|
2021
Q2 | $241K | Buy |
+13,368
| New | +$241K | 0.03% | 98 |
|
|
2020
Q1 | – | Sell |
-17,226
| Closed | -$221K | – | 119 |
|
|
2019
Q4 | $221K | Sell |
17,226
-444
| -3% | -$5.7K | 0.04% | 116 |
|
|
2019
Q3 | $209K | Sell |
17,670
-5,310
| -23% | -$62.8K | 0.05% | 114 |
|
|
2019
Q2 | $269K | Buy |
22,980
+2,520
| +12% | +$29.5K | 0.06% | 103 |
|
|
2019
Q1 | $231K | Buy |
+20,460
| New | +$231K | 0.05% | 112 |
|
|
2018
Q4 | – | Sell |
-18,900
| Closed | -$219K | – | 127 |
|
|
2018
Q3 | $219K | Sell |
18,900
-1,350
| -7% | -$15.6K | 0.05% | 125 |
|
|
2018
Q2 | $219K | Buy |
+20,250
| New | +$219K | 0.05% | 127 |
|