RDM
Retirement Design & Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,416
| Closed | -$419K | – | 50 |
|
|
2016
Q2 | $419K | Buy |
8,416
+45
| +0.5% | +$2.24K | 0.26% | 54 |
|
|
2016
Q1 | $409K | Sell |
8,371
-1,080
| -11% | -$52.8K | 0.29% | 52 |
|
|
2015
Q4 | $459K | Buy |
9,451
+4,802
| +103% | +$233K | 0.26% | 53 |
|
|
2015
Q3 | $213K | Hold |
4,649
| – | – | 0.22% | 64 |
|
|
2015
Q2 | $229K | Sell |
4,649
-180
| -4% | -$8.87K | 0.2% | 68 |
|
|
2015
Q1 | $240K | Sell |
4,829
-6,374
| -57% | -$317K | 0.21% | 68 |
|
|
2014
Q4 | $550K | Buy |
+11,203
| New | +$550K | 0.42% | 48 |
|