Summitry LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,970
| Closed | -$215K | – | 89 |
|
|
2022
Q1 | $215K | Buy |
+11,970
| New | +$215K | 0.01% | 85 |
|
|
2019
Q1 | – | Sell |
-42,714
| Closed | -$425K | – | 87 |
|
|
2018
Q4 | $425K | Buy |
+42,714
| New | +$425K | 0.04% | 65 |
|
|
2016
Q2 | – | Sell |
-24,882
| Closed | -$203K | – | 83 |
|
|
2016
Q1 | $203K | Buy |
+24,882
| New | +$203K | 0.02% | 78 |
|