Southern Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.75M | Sell |
108,444
-1,269
| -1% | -$20.5K | 0.68% | 38 |
|
|
2022
Q4 | $1.65M | Buy |
109,713
+4,554
| +4% | +$68.5K | 0.66% | 38 |
|
|
2022
Q3 | $1.6M | Buy |
105,159
+40,509
| +63% | +$617K | 0.64% | 36 |
|
|
2022
Q2 | $962K | Buy |
64,650
+183
| +0.3% | +$2.72K | 0.37% | 39 |
|
|
2022
Q1 | $1.16M | Sell |
64,467
-2,613
| -4% | -$46.9K | 0.38% | 39 |
|
|
2021
Q4 | $1.27M | Buy |
67,080
+1,698
| +3% | +$32.2K | 0.5% | 34 |
|
|
2021
Q3 | $1.13M | Buy |
65,382
+150
| +0.2% | +$2.6K | 0.33% | 40 |
|
|
2021
Q2 | $1.17M | Sell |
65,232
-2,718
| -4% | -$48.7K | 0.34% | 40 |
|
|
2021
Q1 | $1.09M | Buy |
67,950
+6,942
| +11% | +$111K | 0.36% | 40 |
|
|
2020
Q4 | $925K | Buy |
61,008
+168
| +0.3% | +$2.55K | 0.35% | 40 |
|
|
2020
Q3 | $818K | Sell |
60,840
-228,258
| -79% | -$3.07M | 0.3% | 41 |
|
|
2020
Q2 | $3.57M | Buy |
289,098
+254,082
| +726% | +$3.14M | 0.69% | 15 |
|
|
2020
Q1 | $357K | Sell |
35,016
-696
| -2% | -$7.1K | 0.07% | 42 |
|
|
2019
Q4 | $457K | Buy |
+35,712
| New | +$457K | 0.09% | 44 |
|