SBA
Secrest Blakey & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-6,698
| Closed | -$475K | – | 104 |
|
|
2019
Q3 | $475K | Sell |
6,698
-101
| -1% | -$7.16K | 0.39% | 68 |
|
|
2019
Q2 | $479K | Buy |
6,799
+33
| +0.5% | +$2.33K | 0.42% | 67 |
|
|
2019
Q1 | $457K | Sell |
6,766
-1,715
| -20% | -$116K | 0.44% | 64 |
|
|
2018
Q4 | $507K | Sell |
8,481
-578
| -6% | -$34.6K | 0.42% | 65 |
|
|
2018
Q3 | $630K | Buy |
9,059
+158
| +2% | +$11K | 0.49% | 55 |
|
|
2018
Q2 | $578K | Buy |
8,901
+488
| +6% | +$31.7K | 0.45% | 61 |
|
|
2018
Q1 | $531K | Sell |
8,413
-2,083
| -20% | -$131K | 0.45% | 62 |
|
|
2017
Q4 | $669K | Buy |
+10,496
| New | +$669K | 0.54% | 53 |
|