Rainsberger Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.14M | Buy |
113,685
+864
| +0.8% | +$16.2K | 1.17% | 25 |
|
|
2023
Q3 | $1.9M | Buy |
112,821
+4,587
| +4% | +$77.4K | 1.17% | 24 |
|
|
2023
Q2 | $1.89M | Buy |
108,234
+183
| +0.2% | +$3.2K | 1.14% | 24 |
|
|
2023
Q1 | $1.74M | Buy |
108,051
+630
| +0.6% | +$10.2K | 1.03% | 31 |
|
|
2022
Q4 | $1.62M | Buy |
107,421
+582
| +0.5% | +$8.76K | 1.03% | 30 |
|
|
2022
Q3 | $1.51M | Buy |
106,839
+2,073
| +2% | +$29.3K | 1.04% | 28 |
|
|
2022
Q2 | $1.56M | Buy |
104,766
+228
| +0.2% | +$3.4K | 1.14% | 27 |
|
|
2022
Q1 | $1.88M | Buy |
104,538
+1,068
| +1% | +$19.2K | 1.2% | 27 |
|
|
2021
Q4 | $1.96M | Buy |
+103,470
| New | +$1.96M | 1.15% | 26 |
|