RE Dickinson Investment Advisors’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
Q4 | $14.4M | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.63K | Sell |
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|
2022
Q1 | $2.16M | Sell |
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|
2021
Q4 | $3.07M | Buy |
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