RGT Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $255K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $503K | Sell |
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|
2017
Q4 | $709K | Buy |
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|
2017
Q3 | $666K | Buy |
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|
2017
Q2 | $635K | Buy |
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|
2017
Q1 | $598K | Buy |
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|
2016
Q4 | $563K | Buy |
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|
2016
Q3 | $545K | Buy |
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