Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $199K | Hold |
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|
2024
Q2 | $189K | Hold |
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|
2024
Q1 | $182K | Hold |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $149K | Hold |
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|
2023
Q2 | $154K | Hold |
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|
2023
Q1 | $142K | Hold |
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|
2022
Q4 | $133K | Hold |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $131K | Hold |
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|
2022
Q1 | $158K | Hold |
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|
2021
Q4 | $167K | Hold |
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|
2021
Q3 | $153K | Hold |
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|
2021
Q2 | $153K | Buy |
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|
2021
Q1 | $141 | Sell |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $118K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $90K | Hold |
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|
2019
Q4 | $113K | Buy |
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