SOA Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-348
| Closed | -$7.2K | – | 911 |
|
|
2024
Q1 | $7.2K | Hold |
348
| – | – | ﹤0.01% | 578 |
|
|
2023
Q4 | $6.54K | Hold |
348
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $5.87K | Hold |
348
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $6.08K | Hold |
348
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $5.61K | Hold |
348
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $5.24K | Hold |
348
| – | – | ﹤0.01% | 620 |
|
|
2022
Q3 | $4K | Hold |
348
| – | – | ﹤0.01% | 634 |
|
|
2022
Q2 | $5K | Hold |
348
| – | – | ﹤0.01% | 594 |
|
|
2022
Q1 | $6K | Buy |
+348
| New | +$6K | ﹤0.01% | 670 |
|