Private Ocean’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
Q2 | $677K | Buy |
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|
2024
Q1 | $169K | Buy |
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|
2023
Q4 | $153K | Buy |
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|
2023
Q3 | $137K | Sell |
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|
2023
Q2 | $157K | Buy |
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|
2023
Q1 | $24.8K | Hold |
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|
2022
Q4 | $23.1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $349K | Sell |
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|
2019
Q3 | $390K | Buy |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $265K | Buy |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | $269K | Sell |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $251K | Buy |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $206K | Hold |
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|
2016
Q3 | $204K | Hold |
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|
2016
Q2 | $193K | Sell |
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|
2016
Q1 | $254K | Hold |
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|
2015
Q4 | $256K | Hold |
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|
2015
Q3 | $242K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $79K | Buy |
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