Marquette Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,908
| Closed | -$43.2K | – | 215 |
|
|
2024
Q3 | $43.2K | Buy |
+1,908
| New | +$43.2K | 0.01% | 170 |
|
|
2022
Q4 | – | Sell |
-654
| Closed | -$9K | – | 268 |
|
|
2022
Q3 | $9K | Hold |
654
| – | – | ﹤0.01% | 187 |
|
|
2022
Q2 | $10K | Hold |
654
| – | – | ﹤0.01% | 217 |
|
|
2022
Q1 | $12K | Hold |
654
| – | – | ﹤0.01% | 248 |
|
|
2021
Q4 | $12K | Hold |
654
| – | – | ﹤0.01% | 242 |
|
|
2021
Q3 | $11K | Hold |
654
| – | – | ﹤0.01% | 239 |
|
|
2021
Q2 | $11K | Hold |
654
| – | – | ﹤0.01% | 220 |
|
|
2021
Q1 | $10K | Buy |
+654
| New | +$10K | ﹤0.01% | 216 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$2K | – | 271 |
|
|
2019
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 229 |
|
|
2019
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 259 |
|
|
2019
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 249 |
|
|
2019
Q1 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 285 |
|