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