PrairieView Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 388 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 385 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 386 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 407 |
|
|
2024
Q2 | – | Sell |
-84
| Closed | -$2K | – | 400 |
|
|
2024
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $1K | Hold |
84
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $1K | Hold |
84
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $1K | Sell |
84
-24
| -22% | -$286 | ﹤0.01% | 398 |
|
|
2022
Q4 | $1K | Buy |
108
+24
| +29% | +$222 | ﹤0.01% | 442 |
|
|
2022
Q3 | $1K | Hold |
84
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $1K | Hold |
84
| – | – | ﹤0.01% | 439 |
|
|
2022
Q1 | $2K | Hold |
84
| – | – | ﹤0.01% | 410 |
|
|
2021
Q4 | $2K | Hold |
84
| – | – | ﹤0.01% | 393 |
|
|
2021
Q3 | $1K | Hold |
84
| – | – | ﹤0.01% | 360 |
|
|
2021
Q2 | $1K | Hold |
84
| – | – | ﹤0.01% | 343 |
|
|
2021
Q1 | $1K | Hold |
84
| – | – | ﹤0.01% | 349 |
|
|
2020
Q4 | $1K | Hold |
84
| – | – | ﹤0.01% | 303 |
|
|
2020
Q3 | $1K | Hold |
84
| – | – | ﹤0.01% | 294 |
|
|
2020
Q2 | $1K | Hold |
84
| – | – | ﹤0.01% | 287 |
|
|
2020
Q1 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 281 |
|