PC
Palo Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.46M | Buy |
41,203
+16,329
| +66% | +$975K | 1.04% | 38 |
|
|
2018
Q3 | $1.73M | Sell |
24,874
-1,573
| -6% | -$109K | 0.62% | 63 |
|
|
2018
Q2 | $1.72M | Buy |
26,447
+1,000
| +4% | +$65K | 0.63% | 62 |
|
|
2018
Q1 | $1.61M | Buy |
+25,447
| New | +$1.61M | 0.58% | 66 |
|
|
2015
Q2 | – | Sell |
-25,472
| Closed | -$1.26M | – | 137 |
|
|
2015
Q1 | $1.26M | Sell |
25,472
-11,390
| -31% | -$565K | 1.03% | 40 |
|
|
2014
Q4 | $1.81M | Buy |
+36,862
| New | +$1.81M | 1.52% | 15 |
|