San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $990K | Sell |
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|
2021
Q1 | $949K | Sell |
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|
2020
Q4 | $911K | Buy |
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|
2020
Q3 | $794K | Sell |
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|
2020
Q2 | $792K | Buy |
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|
2020
Q1 | $610K | Sell |
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|
2019
Q4 | $855K | Buy |
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|
2019
Q3 | $772K | Buy |
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|
2019
Q2 | $757K | Buy |
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|
2019
Q1 | $725K | Buy |
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|
2018
Q4 | $625K | Buy |
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|
2018
Q3 | $707K | Buy |
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|
2018
Q2 | $654K | Buy |
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|
2018
Q1 | $601K | Buy |
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|
2017
Q4 | $446K | Buy |
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|
2017
Q3 | $97K | Buy |
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