Newman & Schimel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.68M | Sell |
311,223
-1,974
| -0.6% | -$29.7K | 2.12% | 10 |
|
|
2022
Q3 | $4.42M | Buy |
313,197
+68,310
| +28% | +$964K | 2.18% | 10 |
|
|
2022
Q2 | $3.65M | Buy |
244,887
+16,491
| +7% | +$246K | 1.75% | 10 |
|
|
2022
Q1 | $4.1M | Buy |
228,396
+81,966
| +56% | +$1.47M | 2.67% | 7 |
|
|
2021
Q4 | $2.78M | Buy |
146,430
+35,604
| +32% | +$675K | 1.58% | 9 |
|
|
2021
Q3 | $1.92M | Buy |
110,826
+12,006
| +12% | +$208K | 1.2% | 10 |
|
|
2021
Q2 | $1.71M | Buy |
98,820
+13,284
| +16% | +$230K | 1.08% | 11 |
|
|
2021
Q1 | $1.37M | Buy |
85,536
+50,058
| +141% | +$801K | 0.92% | 12 |
|
|
2020
Q4 | $538K | Buy |
+35,478
| New | +$538K | 0.45% | 26 |
|