Strategic Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-306,363
| Closed | -$4.56M | – | 128 |
|
|
2022
Q2 | $4.56M | Buy |
306,363
+295,074
| +2,614% | +$4.39M | 1.14% | 19 |
|
|
2022
Q1 | $203K | Sell |
11,289
-2,673
| -19% | -$48.1K | 0.05% | 95 |
|
|
2021
Q4 | $265K | Sell |
13,962
-3,840
| -22% | -$72.9K | 0.07% | 73 |
|
|
2021
Q3 | $308K | Buy |
17,802
+252
| +1% | +$4.36K | 0.09% | 67 |
|
|
2021
Q2 | $304K | Buy |
17,550
+906
| +5% | +$15.7K | 0.11% | 66 |
|
|
2021
Q1 | $266K | Buy |
+16,644
| New | +$266K | 0.13% | 64 |
|