Piershale Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Piershale Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$16M	Buy	916,479 +915,579	+101,731%	+$15.1M	10.19%	2
2023 Q1	$14.5K	Sell	900 -300	-25%	-$4.72K	0.01%	88
2022 Q4	$18.1K	Buy	+1,200	New	+$18.2K	0.02%	72
2022 Q1	–	Sell	-3,418,098	Closed	-$64.8M	–	20
2021 Q4	$64.8M	Buy	3,418,098 +1,769,514	+107%	+$32.7M	24.73%	1
2021 Q3	$28.6M	Buy	1,648,584 +375,744	+30%	+$6.7M	11.78%	2
2021 Q2	$22.1M	Sell	1,272,840 -93,492	-7%	-$1.58M	8.69%	6
2021 Q1	$21.9M	Sell	1,366,332 -1,950,864	-59%	-$30.6M	9.46%	6
2020 Q4	$50.3M	Sell	3,317,196 -282,612	-8%	-$4.04M	24.15%	1
2020 Q3	$48.4M	Buy	3,599,808 +610,098	+20%	+$8.11M	27.82%	1
2020 Q2	$36.9M	Buy	+2,989,710	New	+$34.8M	21.5%	1
2020 Q1	–	Sell	-3,428,526	Closed	-$43.9M	–	19
2019 Q4	$43.9M	Sell	3,428,526 -369,372	-10%	-$4.53M	23.41%	1
2019 Q3	$44.9M	Buy	3,797,898 +167,904	+5%	+$1.98M	25.39%	1
2019 Q2	$42.5M	Buy	3,629,994 +776,226	+27%	+$8.92M	24.22%	1
2019 Q1	$32.2M	Sell	2,853,768 -971,538	-25%	-$10.5M	19.23%	1
2018 Q4	$38.1M	Buy	3,825,306 +1,322,610	+53%	+$14.2M	23.1%	1
2018 Q3	$29M	Buy	+2,502,696	New	+$28.5M	14.16%	2
2018 Q1	–	Sell	-2,305,356	Closed	-$24.5M	–	28
2017 Q4	$24.5M	Buy	2,305,356 +1,010,376	+78%	+$10.5M	12.61%	1
2017 Q3	$13M	Buy	+1,294,980	New	+$12.7M	7.34%	3
2017 Q1	–	Sell	-1,183,968	Closed	-$10.5M	–	27
2016 Q4	$10.5M	Buy	+1,183,968	New	+$10.3M	6.45%	8
2016 Q1	–	Sell	-1,567,212	Closed	-$12.7M	–	194
2015 Q4	$12.7M	Buy	+1,567,212	New	+$12.8M	7.71%	6
2015 Q2	–	Sell	-1,443,036	Closed	-$11.9M	–	141
2015 Q1	$11.9M	Sell	1,443,036 -280,554	-16%	-$2.31M	9.45%	7
2014 Q4	$14.1M	Buy	1,723,590 +934,902	+119%	+$7.47M	9.16%	6
2014 Q3	$6.18M	Sell	788,688 -43,602	-5%	-$343K	4.95%	6
2014 Q2	$6.5M	Buy	+832,290	New	+$6.3M	5.31%	8