SS
Simplicity Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.29M | Sell |
40,631
-1,041
| -2% | -$58.7K | 0.06% | 280 |
|
|
2023
Q3 | $2.11M | Sell |
41,672
-2,715
| -6% | -$137K | 0.07% | 267 |
|
|
2023
Q2 | $2.32M | Buy |
44,387
+52
| +0.1% | +$2.72K | 0.06% | 273 |
|
|
2023
Q1 | $2.14M | Buy |
+44,335
| New | +$2.14M | 0.06% | 294 |
|
|
2019
Q2 | – | Sell |
-28,779
| Closed | -$1.95M | – | 836 |
|
|
2019
Q1 | $1.95M | Sell |
28,779
-17,828
| -38% | -$1.21M | 0.12% | 163 |
|
|
2018
Q4 | $2.78M | Buy |
+46,607
| New | +$2.78M | 0.36% | 71 |
|
|
2018
Q2 | – | Sell |
-5,867
| Closed | -$370K | – | 507 |
|
|
2018
Q1 | $370K | Buy |
5,867
+127
| +2% | +$8.01K | 0.03% | 246 |
|
|
2017
Q4 | $366K | Buy |
+5,740
| New | +$366K | 0.04% | 261 |
|