Pineno Levin & Ford Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $388K | Hold |
20,448
| – | – | 0.11% | 90 |
|
|
2021
Q3 | $355K | Hold |
20,448
| – | – | 0.11% | 89 |
|
|
2021
Q2 | $354K | Buy |
20,448
+600
| +3% | +$10.4K | 0.11% | 90 |
|
|
2021
Q1 | $318K | Buy |
19,848
+2,250
| +13% | +$36K | 0.11% | 90 |
|
|
2020
Q4 | $267K | Buy |
17,598
+2,550
| +17% | +$38.7K | 0.1% | 91 |
|
|
2020
Q3 | $202K | Buy |
+15,048
| New | +$202K | 0.08% | 100 |
|