MFA Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $271 | Hold |
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|
2024
Q2 | $257 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $2.28M | Sell |
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|
2021
Q3 | $2.36M | Sell |
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|
2021
Q2 | $2.78M | Sell |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $173K | Sell |
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|
2020
Q1 | $3.08M | Buy |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $215K | Sell |
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|
2019
Q2 | $363K | Sell |
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|
2019
Q1 | $5.33M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11M | Sell |
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|
2018
Q2 | $12.6M | Buy |
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|
2018
Q1 | $10.7M | Sell |
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|
2017
Q4 | $12.7M | Buy |
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