MG
McCutchen Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,634
| Closed | -$207K | – | 23 |
|
|
2022
Q2 | $207K | Hold |
4,634
| – | – | 0.04% | 23 |
|
|
2022
Q1 | $250K | Buy |
4,634
+2,317
| +100% | +$125K | 0.04% | 23 |
|
|
2021
Q4 | $264K | Sell |
2,317
-100
| -4% | -$11.4K | 0.05% | 23 |
|
|
2021
Q3 | $251K | Hold |
2,417
| – | – | 0.05% | 23 |
|
|
2021
Q2 | $251K | Sell |
2,417
-250
| -9% | -$26K | 0.05% | 23 |
|
|
2021
Q1 | $256K | Hold |
2,667
| – | – | 0.05% | 23 |
|
|
2020
Q4 | $243K | Hold |
2,667
| – | – | 0.05% | 23 |
|
|
2020
Q3 | $215K | Buy |
+2,667
| New | +$215K | 0.05% | 23 |
|