RPG
Resource Planning Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,776
| Closed | -$231K | – | 62 |
|
|
2023
Q1 | $231K | Sell |
4,776
-25
| -0.5% | -$1.21K | 0.19% | 56 |
|
|
2022
Q4 | $217K | Buy |
4,801
+7
| +0.1% | +$316 | 0.17% | 60 |
|
|
2022
Q3 | $203K | Buy |
4,794
+156
| +3% | +$6.61K | 0.18% | 62 |
|
|
2022
Q2 | $207K | Sell |
4,638
-383
| -8% | -$17.1K | 0.17% | 63 |
|
|
2022
Q1 | $270K | Buy |
5,021
+2,459
| +96% | +$132K | 0.19% | 59 |
|
|
2021
Q4 | $292K | Sell |
2,562
-322
| -11% | -$36.7K | 0.2% | 57 |
|
|
2021
Q3 | $300K | Buy |
2,884
+26
| +0.9% | +$2.71K | 0.19% | 64 |
|
|
2021
Q2 | $297K | Buy |
+2,858
| New | +$297K | 0.17% | 62 |
|
|
2021
Q1 | – | Sell |
-2,507
| Closed | -$228K | – | 68 |
|
|
2020
Q4 | $228K | Sell |
2,507
-128
| -5% | -$11.6K | 0.16% | 58 |
|
|
2020
Q3 | $212K | Sell |
2,635
-220
| -8% | -$17.7K | 0.16% | 58 |
|
|
2020
Q2 | $212K | Sell |
2,855
-451
| -14% | -$33.5K | 0.16% | 55 |
|
|
2020
Q1 | $202K | Sell |
3,306
-1,176
| -26% | -$71.9K | 0.18% | 47 |
|
|
2019
Q4 | $344K | Sell |
4,482
-103
| -2% | -$7.91K | 0.2% | 48 |
|
|
2019
Q3 | $325K | Buy |
4,585
+150
| +3% | +$10.6K | 0.19% | 47 |
|
|
2019
Q2 | $311K | Buy |
4,435
+703
| +19% | +$49.3K | 0.18% | 50 |
|
|
2019
Q1 | $252K | Buy |
3,732
+121
| +3% | +$8.17K | 0.17% | 45 |
|
|
2018
Q4 | $216K | Buy |
3,611
+294
| +9% | +$17.6K | 0.16% | 44 |
|
|
2018
Q3 | $231K | Buy |
+3,317
| New | +$231K | 0.18% | 40 |
|