Next Financial Group’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
Q4 | $123K | Buy |
6,504
+384
| +6% | +$7.26K | 0.01% | 1076 |
|
|
2021
Q3 | $106K | Buy |
6,120
+12
| +0.2% | +$208 | 0.01% | 1085 |
|
|
2021
Q2 | $106K | Buy |
6,108
+2,634
| +76% | +$45.7K | 0.01% | 1088 |
|
|
2021
Q1 | $56K | Sell |
3,474
-132
| -4% | -$2.13K | 0.01% | 1238 |
|
|
2020
Q4 | $55K | Sell |
3,606
-2,598
| -42% | -$39.6K | 0.01% | 1181 |
|
|
2020
Q3 | $83K | Buy |
+6,204
| New | +$83K | 0.01% | 930 |
|
|
2020
Q2 | – | Sell |
-3,396
| Closed | -$35K | – | 1665 |
|
|
2020
Q1 | $35K | Buy |
3,396
+1,860
| +121% | +$19.2K | ﹤0.01% | 1098 |
|
|
2019
Q4 | $20K | Buy |
+1,536
| New | +$20K | ﹤0.01% | 1529 |
|
|
2015
Q2 | – | Sell |
-3,720
| Closed | -$30K | – | 1947 |
|
|
2015
Q1 | $30K | Buy |
+3,720
| New | +$30K | 0.01% | 845 |
|