Marietta Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $314K | Buy |
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|
2018
Q3 | $359K | Sell |
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|
2018
Q2 | $381K | Sell |
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|
2018
Q1 | $396K | Buy |
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|
2017
Q4 | $397K | Buy |
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|
2017
Q3 | $373K | Buy |
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|
2017
Q2 | $358K | Sell |
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|
2017
Q1 | $368K | Buy |
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|
2016
Q4 | $323K | Buy |
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