NEPC LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $9.86M | Hold |
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|
2022
Q4 | $9.2M | Hold |
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|
2022
Q3 | $8.63M | Hold |
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|
2022
Q2 | $9.1M | Buy |
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|
2022
Q1 | $5.49M | Sell |
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|
2021
Q4 | $11.6M | Hold |
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|
2021
Q3 | $10.6M | Hold |
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|
2021
Q2 | $10.6M | Hold |
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|
2021
Q1 | $9.78M | Hold |
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|
2020
Q4 | $9.27M | Hold |
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|
2020
Q3 | $8.22M | Hold |
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|
2020
Q2 | $7.55M | Hold |
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|
2020
Q1 | $6.24M | Buy |
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|
2019
Q4 | $6.61M | Buy |
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