Mascoma Wealth 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
Q3 | – | Sell |
-1,494
| Closed | -$32K | – | 493 |
|
|
2024
Q2 | $32K | Hold |
1,494
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $30.9K | Hold |
1,494
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $28.1K | Hold |
1,494
| – | – | 0.01% | 240 |
|
|
2023
Q3 | $25.2K | Hold |
1,494
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $26.4K | Hold |
1,494
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $24.4K | Hold |
1,494
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $22.5K | Buy |
+1,494
| New | +$22.5K | 0.01% | 320 |
|