Risk Paradigm Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,482
| Closed | -$39.8K | – | 261 |
|
|
2016
Q4 | $39.8K | Hold |
4,482
| – | – | 0.04% | 171 |
|
|
2016
Q3 | $38.6K | Hold |
4,482
| – | – | 0.03% | 186 |
|
|
2016
Q2 | $37.2K | Sell |
4,482
-6,288
| -58% | -$52.2K | 0.05% | 159 |
|
|
2016
Q1 | $87.7K | Sell |
10,770
-1,446
| -12% | -$11.8K | 0.11% | 100 |
|
|
2015
Q4 | $98.9K | Hold |
12,216
| – | – | 0.12% | 94 |
|
|
2015
Q3 | $93.2K | Buy |
+12,216
| New | +$93.2K | 0.19% | 68 |
|