Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.54M | Sell |
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|
2023
Q1 | $7.95M | Sell |
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|
2022
Q4 | $7.49M | Sell |
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|
2022
Q3 | $7.02M | Sell |
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|
2022
Q2 | $7.54M | Sell |
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|
2022
Q1 | $9.39M | Buy |
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|
2021
Q4 | $9.92M | Sell |
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|
2021
Q3 | $9.15M | Sell |
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|
2021
Q2 | $9.26M | Sell |
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|
2021
Q1 | $8.65M | Sell |
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|
2020
Q4 | $8.65M | Sell |
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|
2020
Q3 | $20.1M | Buy |
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|
2020
Q2 | $11.3M | Sell |
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|
2020
Q1 | $10.9M | Sell |
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|
2019
Q4 | $20.2M | Sell |
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|
2019
Q3 | $19.2M | Sell |
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|
2019
Q2 | $19.5M | Sell |
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|
2019
Q1 | $19.7M | Sell |
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|
2018
Q4 | $17.5M | Sell |
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|
2018
Q3 | $20.9M | Sell |
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|
2018
Q2 | $20.4M | Buy |
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|
2018
Q1 | $18.7M | Buy |
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|
2017
Q4 | $17.1M | Buy |
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