Moller Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-19,560
| Closed | -$206K | – | 41 |
|
|
2018
Q1 | $206K | Sell |
19,560
-3,636
| -16% | -$38.3K | 0.09% | 41 |
|
|
2017
Q4 | $247K | Sell |
23,196
-606
| -3% | -$6.45K | 0.09% | 44 |
|
|
2017
Q3 | $238K | Sell |
23,802
-492
| -2% | -$4.92K | 0.09% | 42 |
|
|
2017
Q2 | $234K | Sell |
24,294
-9,768
| -29% | -$94.1K | 0.1% | 44 |
|
|
2017
Q1 | $319K | Sell |
34,062
-1,092
| -3% | -$10.2K | 0.14% | 37 |
|
|
2016
Q4 | $312K | Buy |
35,154
+6,810
| +24% | +$60.4K | 0.15% | 34 |
|
|
2016
Q3 | $244K | Sell |
28,344
-8,856
| -24% | -$76.2K | 0.11% | 41 |
|
|
2016
Q2 | $309K | Buy |
+37,200
| New | +$309K | 0.15% | 34 |
|
|
2016
Q1 | – | Sell |
-42,660
| Closed | -$345K | – | 40 |
|
|
2015
Q4 | $345K | Buy |
+42,660
| New | +$345K | 0.19% | 33 |
|