RGT Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,152
| Closed | -$307K | – | 60 |
|
|
2021
Q1 | $307K | Buy |
19,152
+96
| +0.5% | +$1.54K | 0.06% | 37 |
|
|
2020
Q4 | $289K | Buy |
19,056
+78
| +0.4% | +$1.18K | 0.06% | 49 |
|
|
2020
Q3 | $255K | Buy |
+18,978
| New | +$255K | 0.06% | 32 |
|
|
2018
Q2 | – | Sell |
-47,886
| Closed | -$503K | – | 75 |
|
|
2018
Q1 | $503K | Sell |
47,886
-18,846
| -28% | -$198K | 0.24% | 43 |
|
|
2017
Q4 | $709K | Buy |
66,732
+144
| +0.2% | +$1.53K | 0.38% | 35 |
|
|
2017
Q3 | $666K | Buy |
66,588
+654
| +1% | +$6.54K | 0.44% | 31 |
|
|
2017
Q2 | $635K | Buy |
65,934
+2,190
| +3% | +$21.1K | 0.43% | 30 |
|
|
2017
Q1 | $598K | Buy |
63,744
+372
| +0.6% | +$3.49K | 0.41% | 33 |
|
|
2016
Q4 | $563K | Buy |
63,372
+66
| +0.1% | +$586 | 0.32% | 42 |
|
|
2016
Q3 | $545K | Buy |
+63,306
| New | +$545K | 0.34% | 43 |
|