Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $117K | Hold |
|
|||||
|
2023
Q4 | $107K | Hold |
|
|||||
|
2023
Q3 | $95.7K | Hold |
|
|||||
|
2023
Q2 | $99.1K | Hold |
|
|||||
|
2023
Q1 | $92K | Hold |
|
|||||
|
2022
Q4 | $85K | Buy |
|
|||||
|
2022
Q3 | $30K | Sell |
|
|||||
|
2022
Q2 | $377K | Buy |
|
|||||
|
2022
Q1 | $164K | Buy |
|
|||||
|
2021
Q4 | $133K | Sell |
|
|||||
|
2021
Q3 | $131K | Hold |
|
|||||
|
2021
Q2 | $131K | Hold |
|
|||||
|
2021
Q1 | $121K | Sell |
|
|||||
|
2020
Q4 | $123K | Sell |
|
|||||
|
2020
Q3 | $158K | Sell |
|
|||||
|
2020
Q2 | $189K | Buy |
|
|||||
|
2019
Q4 | $186K | Buy |
|