SG
Swarthmore Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,279
| Closed | -$259K | – | 64 |
|
|
2021
Q4 | $259K | Sell |
2,279
-826
| -27% | -$93.9K | 0.06% | 55 |
|
|
2021
Q3 | $323K | Hold |
3,105
| – | – | 0.08% | 43 |
|
|
2021
Q2 | $323K | Sell |
3,105
-478
| -13% | -$49.7K | 0.08% | 43 |
|
|
2021
Q1 | $344K | Buy |
+3,583
| New | +$344K | 0.09% | 39 |
|
|
2020
Q4 | – | Sell |
-3,893
| Closed | -$314K | – | 38 |
|
|
2020
Q3 | $314K | Buy |
+3,893
| New | +$314K | 0.1% | 39 |
|