Petix & Botte Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,464
| Closed | -$305K | – | 134 |
|
|
2024
Q3 | $305K | Hold |
13,464
| – | – | 0.08% | 96 |
|
|
2024
Q2 | $288K | Buy |
+13,464
| New | +$288K | 0.08% | 100 |
|
|
2024
Q1 | – | Sell |
-13,464
| Closed | -$253K | – | 158 |
|
|
2023
Q4 | $253K | Hold |
13,464
| – | – | 0.07% | 105 |
|
|
2023
Q3 | $227K | Buy |
+13,464
| New | +$227K | 0.07% | 111 |
|