Silicon Hills Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,569
| Closed | -$249K | – | 98 |
|
|
2022
Q4 | $249K | Sell |
16,569
-948
| -5% | -$14.3K | 0.19% | 82 |
|
|
2022
Q3 | $247K | Sell |
17,517
-3,636
| -17% | -$51.3K | 0.2% | 81 |
|
|
2022
Q2 | $315K | Sell |
21,153
-5,754
| -21% | -$85.7K | 0.23% | 78 |
|
|
2022
Q1 | $483K | Sell |
26,907
-2,979
| -10% | -$53.5K | 0.31% | 71 |
|
|
2021
Q4 | $567K | Sell |
29,886
-9,312
| -24% | -$177K | 0.35% | 68 |
|
|
2021
Q3 | $680K | Sell |
39,198
-534
| -1% | -$9.26K | 0.47% | 60 |
|
|
2021
Q2 | $689K | Sell |
39,732
-144
| -0.4% | -$2.5K | 0.54% | 52 |
|
|
2021
Q1 | $638K | Sell |
39,876
-1,014
| -2% | -$16.2K | 0.58% | 52 |
|
|
2020
Q4 | $620K | Sell |
40,890
-858
| -2% | -$13K | 0.56% | 46 |
|
|
2020
Q3 | $561K | Sell |
41,748
-5,586
| -12% | -$75.1K | 0.58% | 46 |
|
|
2020
Q2 | $585K | Sell |
47,334
-42
| -0.1% | -$519 | 0.7% | 40 |
|
|
2020
Q1 | $484K | Buy |
47,376
+46,692
| +6,826% | +$477K | 0.64% | 43 |
|
|
2019
Q4 | $810 | Buy |
+684
| New | +$810 | 0.62% | 39 |
|