Orser Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $424K | Buy |
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|
2022
Q1 | $509K | Hold |
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|
2021
Q4 | $538K | Hold |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $492K | Hold |
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|
2021
Q1 | $454K | Hold |
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|
2020
Q4 | $430K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $367K | Buy |
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