Resource Planning Group’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 | – | Sell |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $344K | Sell |
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|
2019
Q3 | $325K | Buy |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $216K | Buy |
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|
2018
Q3 | $231K | Buy |
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