Paracle Advisors’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
Q1 | $1.06M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $893K | Sell |
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|
2020
Q2 | $822K | Sell |
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|
2020
Q1 | $686K | Buy |
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|
2019
Q4 | $781K | Buy |
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|
2019
Q3 | $570K | Sell |
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|
2019
Q2 | $572K | Hold |
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|
2019
Q1 | $551K | Buy |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $525K | Sell |
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|
2018
Q2 | $588K | Buy |
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|
2018
Q1 | $569K | Sell |
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|
2017
Q4 | $624K | Buy |
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|
2017
Q3 | $588K | Buy |
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|
2017
Q2 | $565K | Buy |
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|
2017
Q1 | $545K | Buy |
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|
2016
Q4 | $491K | Buy |
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|
2016
Q3 | $444K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $422K | Buy |
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|
2015
Q4 | $419K | Buy |
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|
2015
Q3 | $394K | Sell |
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|
2015
Q2 | $442K | Buy |
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|
2015
Q1 | $443K | Buy |
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|
2014
Q4 | $436K | Sell |
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|
2014
Q3 | $419K | Buy |
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