Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $518K | Sell |
|
|||||
|
2020
Q2 | $1.02M | Sell |
|
|||||
|
2020
Q1 | $1.62M | Sell |
|
|||||
|
2019
Q4 | $2.53M | Buy |
|
|||||
|
2019
Q3 | $2.27M | Buy |
|
|||||
|
2019
Q2 | $2.02M | Buy |
|
|||||
|
2019
Q1 | $1.67M | Buy |
|
|||||
|
2018
Q4 | $1.31M | Buy |
|
|||||
|
2018
Q3 | $1.25M | Buy |
|
|||||
|
2018
Q2 | $970K | Buy |
|
|||||
|
2018
Q1 | $554K | Hold |
|
|||||
|
2017
Q4 | $560K | Sell |
|
|||||
|
2017
Q3 | $623K | Buy |
|
|||||
|
2017
Q2 | $526K | Buy |
|