Pillar Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $717K | Sell |
|
|||||
|
2024
Q2 | $11.1M | Sell |
|
|||||
|
2024
Q1 | $18.9M | Sell |
|
|||||
|
2023
Q4 | $18.6M | Sell |
|
|||||
|
2023
Q3 | $17.9M | Sell |
|
|||||
|
2023
Q2 | $19.1M | Sell |
|
|||||
|
2023
Q1 | $18.2M | Sell |
|
|||||
|
2022
Q4 | $17.1M | Sell |
|
|||||
|
2022
Q3 | $16M | Buy |
|
|||||
|
2022
Q2 | $16.8M | Buy |
|
|||||
|
2022
Q1 | $20.3M | Sell |
|
|||||
|
2021
Q4 | $21.8M | Buy |
|