Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$229K Hold
2020
Q4
$217K Sell
2020
Q3
$226K Buy
2020
Q2
$207K Buy
2020
Q1
$171K Sell
2019
Q4
$346K Buy
2019
Q3
$319K Buy
2019
Q2
$316K Buy
2018
Q4
Sell
2018
Q3
$209K Buy