TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $553K | Buy |
44,796
+180
| +0.4% | +$2.22K | 0.23% | 67 |
|
|
2020
Q1 | $455K | Buy |
44,616
+216
| +0.5% | +$2.2K | 0.22% | 71 |
|
|
2019
Q4 | $568K | Sell |
44,400
-2,970
| -6% | -$38K | 0.23% | 69 |
|
|
2019
Q3 | $560K | Buy |
47,370
+138
| +0.3% | +$1.63K | 0.24% | 65 |
|
|
2019
Q2 | $553K | Buy |
47,232
+54
| +0.1% | +$632 | 0.25% | 66 |
|
|
2019
Q1 | $532K | Buy |
47,178
+240
| +0.5% | +$2.71K | 0.25% | 64 |
|
|
2018
Q4 | $467K | Sell |
46,938
-6,960
| -13% | -$69.2K | 0.24% | 67 |
|
|
2018
Q3 | $625K | Buy |
53,898
+228
| +0.4% | +$2.64K | 0.29% | 54 |
|
|
2018
Q2 | $581K | Hold |
53,670
| – | – | 0.28% | 55 |
|
|
2018
Q1 | $564K | Buy |
53,670
+204
| +0.4% | +$2.14K | 0.28% | 54 |
|
|
2017
Q4 | $568K | Buy |
+53,466
| New | +$568K | 0.27% | 60 |
|