SkyView Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-27,978
| Closed | -$531K | – | 624 |
|
|
2021
Q4 | $531K | Buy |
27,978
+18
| +0.1% | +$342 | 0.12% | 210 |
|
|
2021
Q3 | $485K | Sell |
27,960
-852
| -3% | -$14.8K | 0.14% | 185 |
|
|
2021
Q2 | $461K | Hold |
28,812
| – | – | 0.21% | 102 |
|
|
2021
Q1 | $461K | Buy |
28,812
+3,366
| +13% | +$53.9K | 0.2% | 106 |
|
|
2020
Q4 | $386K | Buy |
+25,446
| New | +$386K | 0.18% | 113 |
|