MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.75M | Buy |
|
|||||
|
2016
Q3 | $1.66M | Buy |
|
|||||
|
2016
Q2 | $356K | Buy |
|
|||||
|
2016
Q1 | $347K | Sell |
|
|||||
|
2015
Q4 | $370K | Buy |
|
|||||
|
2015
Q3 | $108K | Buy |
|
|||||
|
2015
Q2 | $113K | Sell |
|
|||||
|
2015
Q1 | $192K | Buy |
|
|||||
|
2014
Q4 | $175K | Buy |
|
|||||
|
2014
Q3 | $163K | Buy |
|
|||||
|
2014
Q2 | $143K | Sell |
|
|||||
|
2014
Q1 | $148K | Sell |
|
|||||
|
2013
Q4 | $176K | Buy |
|
|||||
|
2013
Q3 | $143K | Sell |
|
|||||
|
2013
Q2 | $176K | Buy |
|