tru Independence’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-22,710
| Closed | -$363K | – | 359 |
|
|
2021
Q1 | $363K | Buy |
+22,710
| New | +$363K | 0.07% | 196 |
|
|
2020
Q4 | – | Sell |
-563,646
| Closed | -$7.58M | – | 822 |
|
|
2020
Q3 | $7.58M | Buy |
+563,646
| New | +$7.58M | 2.15% | 3 |
|
|
2020
Q1 | – | Sell |
-572,784
| Closed | -$5.85M | – | 880 |
|
|
2019
Q4 | $5.85M | Buy |
+572,784
| New | +$5.85M | 0.84% | 43 |
|