MCP
Mirador Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
38,171
-395
| -1% | -$9.65K | 0.15% | 95 |
|
|
2025
Q1 | $852K | Sell |
38,566
-1,693
| -4% | -$37.4K | 0.15% | 99 |
|
|
2024
Q4 | $933K | Buy |
40,259
+27,257
| +210% | +$632K | 0.17% | 92 |
|
|
2024
Q3 | $882K | Sell |
13,002
-1,519
| -10% | -$103K | 0.16% | 93 |
|
|
2024
Q2 | $933K | Buy |
14,521
+78
| +0.5% | +$5.01K | 0.18% | 78 |
|
|
2024
Q1 | $896K | Sell |
14,443
-4,432
| -23% | -$275K | 0.17% | 93 |
|
|
2023
Q4 | $1.06M | Buy |
+18,875
| New | +$1.06M | 0.23% | 74 |
|
|
2023
Q1 | – | Sell |
-6,284
| Closed | -$284K | – | 206 |
|
|
2022
Q4 | $284K | Buy |
6,284
+212
| +3% | +$9.57K | 0.07% | 154 |
|
|
2022
Q3 | $257K | Sell |
6,072
-383
| -6% | -$16.2K | 0.06% | 171 |
|
|
2022
Q2 | $288K | Sell |
6,455
-365
| -5% | -$16.3K | 0.07% | 162 |
|
|
2022
Q1 | $367K | Buy |
6,820
+3,408
| +100% | +$183K | 0.07% | 165 |
|
|
2021
Q4 | $388K | Buy |
3,412
+185
| +6% | +$21K | 0.08% | 165 |
|
|
2021
Q3 | $336K | Sell |
3,227
-21
| -0.6% | -$2.19K | 0.08% | 171 |
|
|
2021
Q2 | $338K | Sell |
3,248
-402
| -11% | -$41.8K | 0.08% | 168 |
|
|
2021
Q1 | $350K | Sell |
3,650
-52
| -1% | -$4.99K | 0.09% | 139 |
|
|
2020
Q4 | $337K | Sell |
3,702
-100
| -3% | -$9.1K | 0.09% | 139 |
|
|
2020
Q3 | $307K | Sell |
3,802
-20
| -0.5% | -$1.62K | 0.1% | 135 |
|
|
2020
Q2 | $283K | Buy |
3,822
+775
| +25% | +$57.4K | 0.11% | 125 |
|
|
2020
Q1 | $207K | Sell |
3,047
-4,774
| -61% | -$324K | 0.09% | 133 |
|
|
2019
Q4 | $601K | Buy |
7,821
+314
| +4% | +$24.1K | 0.24% | 90 |
|
|
2019
Q3 | $532K | Buy |
7,507
+131
| +2% | +$9.28K | 0.24% | 98 |
|
|
2019
Q2 | $518K | Buy |
7,376
+253
| +4% | +$17.8K | 0.26% | 81 |
|
|
2019
Q1 | $482K | Buy |
7,123
+498
| +8% | +$33.7K | 0.26% | 82 |
|
|
2018
Q4 | $396K | Sell |
6,625
-40
| -0.6% | -$2.39K | 0.24% | 79 |
|
|
2018
Q3 | $464K | Buy |
6,665
+1
| +0% | +$70 | 0.23% | 91 |
|
|
2018
Q2 | $433K | Buy |
6,664
+156
| +2% | +$10.1K | 0.24% | 86 |
|
|
2018
Q1 | $412K | Buy |
6,508
+549
| +9% | +$34.8K | 0.29% | 74 |
|
|
2017
Q4 | $380K | Sell |
5,959
-201
| -3% | -$12.8K | 0.21% | 91 |
|
|
2017
Q3 | $372K | Buy |
6,160
+193
| +3% | +$11.7K | 0.22% | 92 |
|
|
2017
Q2 | $353K | Buy |
5,967
+173
| +3% | +$10.2K | 0.22% | 92 |
|
|
2017
Q1 | $326K | Buy |
5,794
+231
| +4% | +$13K | 0.24% | 91 |
|
|
2016
Q4 | $296K | Buy |
+5,563
| New | +$296K | 0.24% | 98 |
|