Thrive Capital Management (Pennsylvania)’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
Q3
Sell
-19,194
Closed -$335K 146
2023
Q2
$335K Buy
19,194
+654
+4% +$11.4K 0.19% 88
2023
Q1
$294K Sell
18,540
-1,962
-10% -$31.2K 0.19% 92
2022
Q4
$309K Buy
20,502
+2,076
+11% +$31.2K 0.2% 88
2022
Q3
$260K Buy
+18,426
New +$260K 0.18% 90