Spotlight Asset Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $183K | Hold |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $190K | Buy |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $277K | Hold |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $248K | Buy |
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