Next Financial Group’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
Q4
$123K Buy
2021
Q3
$106K Buy
2021
Q2
$106K Buy
2021
Q1
$56K Sell
2020
Q4
$55K Sell
2020
Q3
$83K Buy
2020
Q2
Sell
2020
Q1
$35K Buy
2019
Q4
$20K Buy
2015
Q2
Sell
2015
Q1
$30K Buy