Pillar Wealth Advisors’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 |
-31,695
| Closed | -$717K | – | 9 |
|
|
2024
Q3 | $717K | Sell |
31,695
-488,241
| -94% | -$11M | 21.42% | 1 |
|
|
2024
Q2 | $11.1M | Sell |
519,936
-392,763
| -43% | -$8.41M | 13.37% | 1 |
|
|
2024
Q1 | $18.9M | Sell |
912,699
-76,356
| -8% | -$1.58M | 14.26% | 1 |
|
|
2023
Q4 | $18.6M | Sell |
989,055
-69,999
| -7% | -$1.32M | 14.32% | 1 |
|
|
2023
Q3 | $17.9M | Sell |
1,059,054
-36,093
| -3% | -$609K | 15.46% | 1 |
|
|
2023
Q2 | $19.1M | Sell |
1,095,147
-32,685
| -3% | -$571K | 15.97% | 1 |
|
|
2023
Q1 | $18.2M | Sell |
1,127,832
-8,370
| -0.7% | -$135K | 18.12% | 1 |
|
|
2022
Q4 | $17.1M | Sell |
1,136,202
-273
| -0% | -$4.11K | 16.48% | 1 |
|
|
2022
Q3 | $16M | Buy |
1,136,475
+6,204
| +0.5% | +$87.6K | 15.99% | 2 |
|
|
2022
Q2 | $16.8M | Buy |
1,130,271
+498
| +0% | +$7.41K | 17.12% | 1 |
|
|
2022
Q1 | $20.3M | Sell |
1,129,773
-21,027
| -2% | -$377K | 19.57% | 1 |
|
|
2021
Q4 | $21.8M | Buy |
+1,150,800
| New | +$21.8M | 20.77% | 1 |
|