TAP Consulting’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
Q1 | – | Sell |
-3,288
| Closed | -$62K | – | 461 |
|
|
2021
Q4 | $62K | Buy |
+3,288
| New | +$62K | 0.01% | 232 |
|
|
2021
Q1 | – | Sell |
-64,188
| Closed | -$973K | – | 134 |
|
|
2020
Q4 | $973K | Buy |
64,188
+5,796
| +10% | +$87.9K | 0.35% | 66 |
|
|
2020
Q3 | $785K | Buy |
58,392
+28,230
| +94% | +$380K | 0.31% | 66 |
|
|
2020
Q2 | $373K | Buy |
+30,162
| New | +$373K | 0.18% | 85 |
|