Private Capital Management (Colorado)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $10.5M | Sell |
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|
2024
Q2 | $11.5M | Sell |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.3M | Buy |
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|
2023
Q3 | $9.18M | Buy |
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|
2023
Q2 | $9.35M | Sell |
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|
2023
Q1 | $8.92M | Sell |
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|
2022
Q4 | $8.55M | Sell |
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|
2022
Q3 | $8.75M | Buy |
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|
2022
Q2 | $9.42M | Hold |
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|
2022
Q1 | $9.42M | Buy |
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|
2021
Q4 | $4.65M | Sell |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $4.59M | Buy |
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|
2021
Q1 | $4.23M | Sell |
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|
2020
Q4 | $4.12M | Sell |
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|
2020
Q3 | $3.68M | Sell |
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|
2020
Q2 | $3.65M | Sell |
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|
2020
Q1 | $3.27M | Sell |
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|
2019
Q4 | $3.92M | Hold |
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|
2019
Q3 | $3.92M | Sell |
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|
2019
Q2 | $4.03M | Sell |
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|
2019
Q1 | $3.97M | Sell |
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|
2018
Q4 | $3.71M | Buy |
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