Regent Investment Management’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
2022
Q4
$252K Sell
2022
Q3
$268K Buy
2022
Q2
$277K Sell
2022
Q1
$336K Buy
2021
Q4
$327K Buy
2021
Q3
$296K Buy
2021
Q2
$290K Buy
2021
Q1
$251K Buy
2020
Q4
$201K Buy