Ten Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $106K | Sell |
6,084
-9,318
| -60% | -$162K | 0.03% | 187 |
|
|
2023
Q1 | $248K | Buy |
15,402
+13,350
| +651% | +$215K | 0.08% | 91 |
|
|
2022
Q4 | $30.9K | Buy |
2,052
+1,476
| +256% | +$22.2K | 0.01% | 223 |
|
|
2022
Q3 | $8K | Hold |
576
| – | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $9K | Hold |
576
| – | – | ﹤0.01% | 276 |
|
|
2022
Q1 | $10K | Sell |
576
-1,284
| -69% | -$22.3K | ﹤0.01% | 295 |
|
|
2021
Q4 | $35K | Sell |
1,860
-456
| -20% | -$8.58K | 0.01% | 164 |
|
|
2021
Q3 | $40K | Buy |
2,316
+456
| +25% | +$7.88K | 0.02% | 148 |
|
|
2021
Q2 | $32K | Sell |
1,860
-14,298
| -88% | -$246K | 0.01% | 208 |
|
|
2021
Q1 | $258K | Buy |
+16,158
| New | +$258K | 0.06% | 116 |
|