Professional Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-294
| Closed | -$4K | – | 376 |
|
|
2022
Q3 | $4K | Hold |
294
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $4K | Buy |
294
+3
| +1% | +$41 | ﹤0.01% | 390 |
|
|
2022
Q1 | $5K | Sell |
291
-3
| -1% | -$52 | ﹤0.01% | 377 |
|
|
2021
Q4 | $6K | Buy |
294
+144
| +96% | +$2.94K | ﹤0.01% | 364 |
|
|
2021
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 355 |
|
|
2021
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 356 |
|
|
2021
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 334 |
|