Starfire Investment Advisers’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $1.38M | Buy |
111,570
+120
| +0.1% | +$1.48K | 0.66% | 42 |
|
2020
Q1 | $1.14M | Sell |
111,450
-14,940
| -12% | -$152K | 0.63% | 43 |
|
2019
Q4 | $1.62M | Sell |
126,390
-5,076
| -4% | -$65K | 0.62% | 42 |
|
2019
Q3 | $1.55M | Buy |
131,466
+4,392
| +3% | +$51.9K | 0.64% | 39 |
|
2019
Q2 | $1.49M | Buy |
127,074
+312
| +0.2% | +$3.65K | 0.66% | 39 |
|
2019
Q1 | $1.43M | Sell |
126,762
-5,928
| -4% | -$66.8K | 0.66% | 40 |
|
2018
Q4 | $1.32M | Buy |
132,690
+29,892
| +29% | +$297K | 0.71% | 40 |
|
2018
Q3 | $1.19M | Sell |
102,798
-14,376
| -12% | -$167K | 0.59% | 40 |
|
2018
Q2 | $1.27M | Sell |
117,174
-1,230
| -1% | -$13.3K | 0.64% | 37 |
|
2018
Q1 | $1.24M | Buy |
+118,404
| New | +$1.24M | 0.65% | 37 |
|
2017
Q4 | – | Sell |
-115,872
| Closed | -$1.16M | – | 213 |
|
2017
Q3 | $1.16M | Buy |
115,872
+11,178
| +11% | +$112K | 0.7% | 35 |
|
2017
Q2 | $1.01M | Sell |
104,694
-1,650
| -2% | -$15.9K | 0.59% | 40 |
|
2017
Q1 | $991K | Buy |
106,344
+7,734
| +8% | +$72K | 0.53% | 42 |
|
2016
Q4 | $875K | Buy |
98,610
+7,122
| +8% | +$63.2K | 0.5% | 46 |
|
2016
Q3 | $787K | Buy |
91,488
+1,242
| +1% | +$10.7K | 0.47% | 48 |
|
2016
Q2 | $749K | Buy |
90,246
+6,360
| +8% | +$52.8K | 0.52% | 43 |
|
2016
Q1 | $683K | Buy |
83,886
+2,478
| +3% | +$20.2K | 0.45% | 49 |
|
2015
Q4 | $659K | Sell |
81,408
-2,286
| -3% | -$18.5K | 0.45% | 53 |
|
2015
Q3 | $638K | Sell |
83,694
-4,560
| -5% | -$34.8K | 0.47% | 52 |
|
2015
Q2 | $725K | Sell |
88,254
-12,360
| -12% | -$102K | 0.48% | 50 |
|
2015
Q1 | $831K | Buy |
+100,614
| New | +$831K | 0.54% | 46 |
|