River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $515K | Buy |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $537K | Sell |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $598K | Sell |
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|
2021
Q1 | $592K | Buy |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $371K | Buy |
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|
2020
Q1 | $269K | Buy |
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|
2019
Q4 | $316K | Buy |
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|
2019
Q3 | $283K | Buy |
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|
2019
Q2 | $269K | Buy |
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|
2019
Q1 | $231K | Sell |
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|
2018
Q4 | $237K | Buy |
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|
2018
Q3 | $240K | Buy |
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|
2018
Q2 | $209K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $232K | Buy |
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