Running Point Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-54,282
| Closed | -$941K | – | 168 |
|
|
2021
Q3 | $941K | Sell |
54,282
-5,094
| -9% | -$88.3K | 0.42% | 43 |
|
|
2021
Q2 | $1.03M | Buy |
59,376
+48
| +0.1% | +$832 | 0.47% | 41 |
|
|
2021
Q1 | $950K | Buy |
59,328
+48
| +0.1% | +$769 | 0.52% | 34 |
|
|
2020
Q4 | $899K | Buy |
+59,280
| New | +$899K | 0.53% | 37 |
|