PAS
Partnervest Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,073
| Closed | -$228K | – | 264 |
|
|
2020
Q2 | $228K | Buy |
+3,073
| New | +$228K | 0.09% | 187 |
|
|
2020
Q1 | – | Sell |
-3,067
| Closed | -$236K | – | 240 |
|
|
2019
Q4 | $236K | Buy |
3,067
+3
| +0.1% | +$231 | 0.09% | 187 |
|
|
2019
Q3 | $217K | Buy |
3,064
+6
| +0.2% | +$425 | 0.08% | 208 |
|
|
2019
Q2 | $215K | Hold |
3,058
| – | – | 0.09% | 194 |
|
|
2019
Q1 | $207K | Buy |
+3,058
| New | +$207K | 0.09% | 203 |
|