SWM
Selective Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26
| Closed | -$1K | – | 617 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 739 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 731 |
|
|
2022
Q1 | $1K | Buy |
26
+13
| +100% | +$500 | ﹤0.01% | 694 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 643 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $1K | Sell |
13
-88
| -87% | -$6.77K | ﹤0.01% | 487 |
|
|
2021
Q1 | $10K | Hold |
101
| – | – | 0.01% | 255 |
|
|
2020
Q4 | $9K | Sell |
101
-119
| -54% | -$10.6K | 0.01% | 255 |
|
|
2020
Q3 | $18K | Sell |
220
-110
| -33% | -$9K | 0.01% | 163 |
|
|
2020
Q2 | $24K | Buy |
330
+1
| +0.3% | +$73 | 0.02% | 155 |
|
|
2020
Q1 | $20K | Buy |
329
+1
| +0.3% | +$61 | 0.03% | 105 |
|
|
2019
Q4 | $25K | Buy |
328
+2
| +0.6% | +$152 | 0.03% | 106 |
|
|
2019
Q3 | $23K | Buy |
+326
| New | +$23K | 0.03% | 116 |
|
|
2018
Q3 | $22K | Buy |
+312
| New | +$22K | 0.26% | 53 |
|