Southern Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $1.6M | Buy |
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|
2022
Q2 | $962K | Buy |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $925K | Buy |
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|
2020
Q3 | $818K | Sell |
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|
2020
Q2 | $3.57M | Buy |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $457K | Buy |
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