Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-23,274
| Closed | -$272K | – | 152 |
|
|
2019
Q2 | $272K | Hold |
23,274
| – | – | 0.07% | 127 |
|
|
2019
Q1 | $266K | Sell |
23,274
-1,080
| -4% | -$12.3K | 0.07% | 111 |
|
|
2018
Q4 | $242K | Buy |
24,354
+672
| +3% | +$6.68K | 0.08% | 111 |
|
|
2018
Q3 | $258K | Buy |
23,682
+3,222
| +16% | +$35.1K | 0.08% | 118 |
|
|
2018
Q2 | $215K | Hold |
20,460
| – | – | 0.07% | 122 |
|
|
2018
Q1 | $215K | Buy |
+20,460
| New | +$215K | 0.07% | 131 |
|