Round Table Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $350K | Hold |
24,762
| – | – | 0.07% | 100 |
|
|
2022
Q2 | $369K | Buy |
24,762
+3,402
| +16% | +$50.7K | 0.07% | 97 |
|
|
2022
Q1 | $383K | Buy |
21,360
+5,538
| +35% | +$99.3K | 0.06% | 106 |
|
|
2021
Q4 | $300K | Buy |
15,822
+540
| +4% | +$10.2K | 0.06% | 113 |
|
|
2021
Q3 | $265K | Hold |
15,282
| – | – | 0.06% | 105 |
|
|
2021
Q2 | $265K | Buy |
+15,282
| New | +$265K | 0.06% | 100 |
|