Proffitt & Goodson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,624
| Closed | -$145K | – | 238 |
|
|
2022
Q4 | $145K | Hold |
9,624
| – | – | 0.03% | 118 |
|
|
2022
Q3 | $136K | Hold |
9,624
| – | – | 0.03% | 121 |
|
|
2022
Q2 | $143K | Hold |
9,624
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $173K | Hold |
9,624
| – | – | 0.03% | 119 |
|
|
2021
Q4 | $183K | Hold |
9,624
| – | – | 0.03% | 107 |
|
|
2021
Q3 | $167K | Hold |
9,624
| – | – | 0.03% | 103 |
|
|
2021
Q2 | $167K | Hold |
9,624
| – | – | 0.03% | 105 |
|
|
2021
Q1 | $154K | Hold |
9,624
| – | – | 0.03% | 105 |
|
|
2020
Q4 | $146K | Hold |
9,624
| – | – | 0.03% | 103 |
|
|
2020
Q3 | $129K | Hold |
9,624
| – | – | 0.03% | 101 |
|
|
2020
Q2 | $119K | Buy |
+9,624
| New | +$119K | 0.03% | 95 |
|