Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9.73M | Buy |
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|
2021
Q2 | $9.28M | Buy |
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|
2021
Q1 | $8.41M | Buy |
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|
2020
Q4 | $5.18M | Hold |
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|
2020
Q3 | $5.22M | Buy |
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|
2020
Q2 | $4.09M | Sell |
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|
2020
Q1 | $6.94M | Sell |
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|
2019
Q4 | $10.9M | Buy |
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|
2019
Q3 | $8.03M | Buy |
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|
2019
Q2 | $6.9M | Buy |
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|
2019
Q1 | $5.66M | Buy |
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|
2018
Q4 | $2.82M | Buy |
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|
2018
Q3 | $629K | Sell |
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|
2018
Q2 | $689K | Sell |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $1.34M | Buy |
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