Stillwater Investment Management (Minnesota)’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 | $234K | Buy |
14,535
+420
| +3% | +$6.77K | 0.06% | 78 |
|
|
2022
Q4 | $212K | Buy |
+14,115
| New | +$212K | 0.06% | 79 |
|
|
2022
Q3 | – | Sell |
-13,854
| Closed | -$206K | – | 84 |
|
|
2022
Q2 | $206K | Buy |
13,854
+264
| +2% | +$3.93K | 0.06% | 83 |
|
|
2022
Q1 | $244K | Sell |
13,590
-204
| -1% | -$3.66K | 0.06% | 84 |
|
|
2021
Q4 | $262K | Buy |
13,794
+126
| +0.9% | +$2.39K | 0.06% | 79 |
|
|
2021
Q3 | $237K | Sell |
13,668
-414
| -3% | -$7.18K | 0.06% | 82 |
|
|
2021
Q2 | $244K | Buy |
14,082
+168
| +1% | +$2.91K | 0.06% | 80 |
|
|
2021
Q1 | $223K | Buy |
13,914
+390
| +3% | +$6.25K | 0.06% | 77 |
|
|
2020
Q4 | $205K | Buy |
+13,524
| New | +$205K | 0.06% | 80 |
|