Maxim 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2.8M | Buy |
216,408
+264
| +0.1% | +$3.42K | 2.51% | 10 |
|
|
2020
Q1 | $2.21M | Sell |
216,144
-27,378
| -11% | -$279K | 2.29% | 12 |
|
|
2019
Q4 | $2.42M | Buy |
243,522
+27,804
| +13% | +$277K | 2.5% | 11 |
|
|
2019
Q3 | $2.55M | Sell |
215,718
-23,094
| -10% | -$273K | 2.3% | 13 |
|
|
2019
Q2 | $2.79M | Sell |
238,812
-762
| -0.3% | -$8.92K | 2.62% | 11 |
|
|
2019
Q1 | $2.7M | Sell |
239,574
-3,948
| -2% | -$44.5K | 2.51% | 11 |
|
|
2018
Q4 | $2.42M | Buy |
+243,522
| New | +$2.42M | 2.5% | 11 |
|