Sonora Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $222K | Buy |
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|
2021
Q2 | $201K | Hold |
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|
2021
Q1 | $186K | Sell |
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|
2020
Q4 | $200K | Sell |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $28K | Sell |
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|
2019
Q4 | $102K | Buy |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Sell |
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|
2019
Q1 | $22K | Buy |
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|
2018
Q4 | $1K | Sell |
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|
2018
Q3 | $78K | Buy |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1.26K | Sell |
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|
2017
Q4 | $32.7K | Buy |
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|
2017
Q3 | $1.2K | Hold |
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|
2017
Q2 | $1.16K | Hold |
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|
2017
Q1 | $1.13K | Hold |
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|
2016
Q4 | $1.06K | Hold |
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|
2016
Q3 | $1.03K | Sell |
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|
2016
Q2 | $12.3K | Buy |
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|
2016
Q1 | $991 | Hold |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Buy |
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