South Texas Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-32,796
| Closed | -$349K | – | 232 |
|
|
2017
Q4 | $349K | Buy |
32,796
+888
| +3% | +$9.45K | 0.02% | 167 |
|
|
2017
Q3 | $319K | Buy |
31,908
+1,890
| +6% | +$18.9K | 0.02% | 165 |
|
|
2017
Q2 | $289K | Sell |
30,018
-4,872
| -14% | -$46.9K | 0.01% | 172 |
|
|
2017
Q1 | $327K | Buy |
34,890
+948
| +3% | +$8.89K | 0.02% | 176 |
|
|
2016
Q4 | $301K | Buy |
33,942
+9,438
| +39% | +$83.7K | 0.02% | 177 |
|
|
2016
Q3 | $211K | Buy |
+24,504
| New | +$211K | 0.01% | 190 |
|