SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $114M | Buy |
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|
2020
Q3 | $89.1M | Buy |
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|
2020
Q2 | $78.1M | Buy |
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|
2020
Q1 | $62M | Buy |
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|
2019
Q4 | $75.5M | Buy |
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|
2019
Q3 | $68.3M | Sell |
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|
2019
Q2 | $67.9M | Buy |
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|
2019
Q1 | $62M | Buy |
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|
2018
Q4 | $50.9M | Buy |
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|
2018
Q3 | $51M | Buy |
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|
2018
Q2 | $45.1M | Buy |
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|
2018
Q1 | $34.9M | Sell |
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|
2017
Q4 | $39.4M | Buy |
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|
2017
Q3 | $34.9M | Buy |
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|
2017
Q2 | $32M | Buy |
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|
2017
Q1 | $29.3M | Buy |
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|
2016
Q4 | $20.1M | Buy |
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|
2016
Q3 | $17.5M | Buy |
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|
2016
Q2 | $16.3M | Buy |
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|
2016
Q1 | $15.1M | Buy |
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|
2015
Q4 | $10.8M | Buy |
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|
2015
Q3 | $8.77M | Buy |
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|
2015
Q2 | $8.57M | Buy |
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|
2015
Q1 | $7.85M | Buy |
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|
2014
Q4 | $6.31M | Buy |
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|
2014
Q3 | $5.66M | Buy |
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|
2014
Q2 | $5.14M | Buy |
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|
2014
Q1 | $4.84M | Buy |
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|
2013
Q4 | $3.66M | Buy |
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