Studio Investment Management’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
Q3 | – | Sell |
-936
| Closed | -$16.3K | – | 242 |
|
|
2023
Q2 | $16.3K | Hold |
936
| – | – | ﹤0.01% | 192 |
|
|
2023
Q1 | $15.1K | Sell |
936
-4,512
| -83% | -$72.7K | ﹤0.01% | 185 |
|
|
2022
Q4 | $82K | Buy |
5,448
+39
| +0.7% | +$587 | 0.03% | 127 |
|
|
2022
Q3 | $76.4K | Sell |
5,409
-159
| -3% | -$2.25K | 0.03% | 130 |
|
|
2022
Q2 | $83K | Buy |
+5,568
| New | +$83K | 0.03% | 132 |
|