Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $980K | Buy |
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|
2023
Q1 | $905K | Sell |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $835K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $5K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Hold |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4K | Sell |
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|
2017
Q1 | $130K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $16K | Buy |
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