Oxinas Partners Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,906
| Closed | -$276K | – | 127 |
|
|
2024
Q2 | $276K | Sell |
12,906
-327
| -2% | -$7K | 0.18% | 101 |
|
|
2024
Q1 | $274K | Buy |
13,233
+24
| +0.2% | +$497 | 0.18% | 101 |
|
|
2023
Q4 | $248K | Sell |
13,209
-912
| -6% | -$17.1K | 0.18% | 96 |
|
|
2023
Q3 | $238K | Buy |
14,121
+33
| +0.2% | +$557 | 0.18% | 96 |
|
|
2023
Q2 | $246K | Sell |
14,088
-9,666
| -41% | -$169K | 0.16% | 103 |
|
|
2023
Q1 | $383K | Buy |
23,754
+3,696
| +18% | +$59.6K | 0.28% | 74 |
|
|
2022
Q4 | $302K | Buy |
+20,058
| New | +$302K | 0.26% | 69 |
|