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
2023
Q2
$273K Hold
2023
Q1
$252K Sell
2022
Q4
$245K Sell
2022
Q3
$320K Hold
2022
Q2
$338K Sell
2022
Q1
$416K Sell
2021
Q4
$444K Hold
2021
Q3
$406K Sell
2021
Q2
$468K Hold
2021
Q1
$433K Hold
2020
Q4
$410K Sell
2020
Q3
$366K Hold
2020
Q2
$336K Buy