Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-74,544
| Closed | -$662K | – | 247 |
|
|
2016
Q4 | $662K | Buy |
74,544
+3,762
| +5% | +$33.4K | 0.32% | 24 |
|
|
2016
Q3 | $609K | Hold |
70,782
| – | – | 0.29% | 26 |
|
|
2016
Q2 | $587K | Buy |
70,782
+144
| +0.2% | +$1.19K | 0.3% | 23 |
|
|
2016
Q1 | $575K | Sell |
70,638
-3,624
| -5% | -$29.5K | 0.32% | 22 |
|
|
2015
Q4 | $601K | Buy |
+74,262
| New | +$601K | 0.33% | 24 |
|