MSH Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,874
| Closed | -$200K | – | 227 |
|
|
2023
Q3 | $200K | Buy |
11,874
+45
| +0.4% | +$759 | 0.08% | 207 |
|
|
2023
Q2 | $207K | Sell |
11,829
-3,513
| -23% | -$61.3K | 0.08% | 205 |
|
|
2023
Q1 | $247K | Sell |
15,342
-1,950
| -11% | -$31.4K | 0.11% | 177 |
|
|
2022
Q4 | $260K | Sell |
17,292
-3,069
| -15% | -$46.2K | 0.12% | 167 |
|
|
2022
Q3 | $287K | Buy |
20,361
+87
| +0.4% | +$1.23K | 0.14% | 147 |
|
|
2022
Q2 | $302K | Buy |
20,274
+1,584
| +8% | +$23.6K | 0.14% | 145 |
|
|
2022
Q1 | $336K | Buy |
+18,690
| New | +$336K | 0.14% | 148 |
|