Retireful LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-246,732
| Closed | -$5.58M | – | 147 |
|
|
2024
Q3 | $5.58M | Sell |
246,732
-26,877
| -10% | -$608K | 4.13% | 7 |
|
|
2024
Q2 | $5.86M | Buy |
+273,609
| New | +$5.86M | 2.76% | 5 |
|
|
2024
Q1 | – | Sell |
-80,526
| Closed | -$1.51M | – | 133 |
|
|
2023
Q4 | $1.51M | Buy |
+80,526
| New | +$1.51M | 0.66% | 50 |
|