Personal Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Personal Capital Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$1.62M	Buy	107,574 +1,311	+1%	+$19.7K	0.01%	219
2022 Q3	$1.5M	Buy	106,263 +7,452	+8%	+$105K	0.01%	221
2022 Q2	$1.47M	Buy	98,811 +30,165	+44%	+$449K	0.01%	220
2022 Q1	$1.23M	Sell	68,646 -20,868	-23%	-$375K	0.01%	237
2021 Q4	$1.68M	Buy	89,514 +8,466	+10%	+$159K	0.01%	237
2021 Q3	$1.41M	Buy	81,048 +3,852	+5%	+$66.8K	0.01%	240
2021 Q2	$1.34M	Sell	77,196 -2,286	-3%	-$39.6K	0.01%	243
2021 Q1	$1.27M	Buy	79,482 +8,904	+13%	+$142K	0.01%	243
2020 Q4	$1.07M	Buy	70,578 +19,356	+38%	+$293K	0.01%	247
2020 Q3	$688K	Buy	51,222 +6,918	+16%	+$92.9K	0.01%	265
2020 Q2	$547K	Sell	44,304 -7,548	-15%	-$93.2K	﹤0.01%	248
2020 Q1	$448K	Buy	51,852 +6,720	+15%	+$58.1K	﹤0.01%	257
2019 Q4	$578K	Buy	45,132 +3,276	+8%	+$42K	﹤0.01%	252
2019 Q3	$494K	Buy	41,856 +4,554	+12%	+$53.7K	﹤0.01%	247
2019 Q2	$436K	Sell	37,302 -4,386	-11%	-$51.3K	﹤0.01%	247
2019 Q1	$470K	Buy	41,688 +6,810	+20%	+$76.8K	0.01%	238
2018 Q4	$347K	Sell	34,878 -6,228	-15%	-$62K	﹤0.01%	251
2018 Q3	$477K	Sell	41,106 -24,534	-37%	-$285K	0.01%	226
2018 Q2	$711K	Sell	65,640 -40,302	-38%	-$437K	0.01%	189
2018 Q1	$1.11M	Sell	105,942 -573,384	-84%	-$6.03M	0.02%	170
2017 Q4	$7.22M	Buy	679,326 +591,024	+669%	+$6.28M	0.12%	118
2017 Q3	$884K	Sell	88,302 -20,436	-19%	-$205K	0.02%	171
2017 Q2	$1.05M	Buy	108,738 +75,336	+226%	+$725K	0.02%	166
2017 Q1	$313K	Sell	33,402 -990	-3%	-$9.28K	0.01%	182
2016 Q4	$305K	Buy	34,392 +162	+0.5%	+$1.44K	0.01%	155
2016 Q3	$292K	Sell	34,230 -1,008	-3%	-$8.6K	0.01%	153
2016 Q2	$292K	Buy	35,238 +2,358	+7%	+$19.5K	0.01%	152
2016 Q1	$268K	Sell	32,880 -66	-0.2%	-$538	0.01%	145
2015 Q4	$267K	Sell	32,946 -12,900	-28%	-$105K	0.01%	142
2015 Q3	$350K	Buy	45,846 +12,162	+36%	+$92.8K	0.02%	133
2015 Q2	$277K	Buy	+33,684	New	+$277K	0.02%	133