Piershale Financial Group’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
Q2 | $16M | Buy |
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2023
Q1 | $14.5K | Sell |
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2022
Q4 | $18.1K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $64.8M | Buy |
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2021
Q3 | $28.6M | Buy |
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2021
Q2 | $22.1M | Sell |
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2021
Q1 | $21.9M | Sell |
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2020
Q4 | $50.3M | Sell |
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2020
Q3 | $48.4M | Buy |
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2020
Q2 | $36.9M | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $43.9M | Sell |
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2019
Q3 | $44.9M | Buy |
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2019
Q2 | $42.5M | Buy |
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2019
Q1 | $32.2M | Sell |
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2018
Q4 | $38.1M | Buy |
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2018
Q3 | $29M | Buy |
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2018
Q1 | – | Sell |
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2017
Q4 | $24.5M | Buy |
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2017
Q3 | $13M | Buy |
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2017
Q1 | – | Sell |
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2016
Q4 | $10.5M | Buy |
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2016
Q1 | – | Sell |
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2015
Q4 | $12.7M | Buy |
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2015
Q2 | – | Sell |
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2015
Q1 | $11.9M | Sell |
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2014
Q4 | $14.1M | Buy |
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2014
Q3 | $6.18M | Sell |
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2014
Q2 | $6.5M | Buy |
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