Quantum Capital Management (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $46K | Hold |
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|
2020
Q2 | $43K | Hold |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $45K | Hold |
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|
2019
Q3 | $41K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $483K | Buy |
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|
2015
Q3 | $451K | Hold |
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|
2015
Q2 | $486K | Sell |
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|
2015
Q1 | $495K | Sell |
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|
2014
Q4 | $1.14M | Sell |
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|
2014
Q3 | $1.1M | Sell |
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|
2014
Q2 | $1.17M | Buy |
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|
2014
Q1 | $1.09M | Sell |
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|
2013
Q4 | $2.26M | Buy |
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|
2013
Q3 | $926K | Sell |
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|
2013
Q2 | $931K | Buy |
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