Nachman Norwood & Parrott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $380K | Buy |
21,924
+24
| +0.1% | +$416 | 0.04% | 214 |
|
|
2021
Q1 | $351K | Buy |
21,900
+18
| +0.1% | +$288 | 0.04% | 211 |
|
|
2020
Q4 | $332K | Buy |
21,882
+24
| +0.1% | +$364 | 0.04% | 203 |
|
|
2020
Q3 | $294K | Buy |
21,858
+6
| +0% | +$81 | 0.04% | 203 |
|
|
2020
Q2 | $270K | Buy |
+21,852
| New | +$270K | 0.04% | 208 |
|
|
2020
Q1 | – | Sell |
-15,708
| Closed | -$201K | – | 246 |
|
|
2019
Q4 | $201K | Buy |
+15,708
| New | +$201K | 0.03% | 242 |
|