Private Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $444K | Hold |
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|
2021
Q3 | $406K | Sell |
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|
2021
Q2 | $468K | Hold |
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|
2021
Q1 | $433K | Hold |
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|
2020
Q4 | $410K | Sell |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $336K | Buy |
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