StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $765K | Sell |
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|
2023
Q3 | $690K | Sell |
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|
2023
Q2 | $735K | Sell |
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|
2023
Q1 | $876K | Sell |
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|
2022
Q4 | $827K | Hold |
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|
2022
Q3 | $776K | Hold |
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|
2022
Q2 | $818K | Sell |
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|
2022
Q1 | $994K | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $965K | Sell |
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|
2021
Q2 | $965K | Sell |
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|
2021
Q1 | $896K | Sell |
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|
2020
Q4 | $851K | Sell |
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|
2020
Q3 | $756K | Sell |
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|
2020
Q2 | $731K | Hold |
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|
2020
Q1 | $604K | Sell |
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|
2019
Q4 | $859K | Hold |
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|
2019
Q3 | $794K | Buy |
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|
2019
Q2 | $725K | Sell |
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|
2019
Q1 | $734K | Buy |
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|
2018
Q4 | $548K | Buy |
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|
2018
Q3 | $557K | Buy |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $440K | Buy |
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|
2017
Q4 | $434K | Buy |
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|
2017
Q3 | $405K | Sell |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $468K | Buy |
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|
2016
Q4 | $396K | Buy |
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|
2016
Q3 | $343K | Buy |
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|
2016
Q2 | $247K | Buy |
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