TFGT
TS Financial Group (TSFG)’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Hold |
2,025
| – | – | 0.01% | 333 |
|
|
2025
Q1 | $45K | Hold |
2,025
| – | – | 0.01% | 332 |
|
|
2024
Q4 | $47K | Buy |
2,025
+1,350
| +200% | +$31.3K | 0.01% | 299 |
|
|
2024
Q3 | $46K | Hold |
675
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $43K | Hold |
675
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $42K | Sell |
675
-34
| -5% | -$2.12K | 0.01% | 293 |
|
|
2023
Q4 | $40K | Sell |
709
-927
| -57% | -$52.3K | 0.01% | 317 |
|
|
2023
Q3 | $83K | Buy |
1,636
+4
| +0.2% | +$203 | 0.03% | 225 |
|
|
2023
Q2 | $85K | Buy |
1,632
+3
| +0.2% | +$156 | 0.03% | 210 |
|
|
2023
Q1 | $79K | Buy |
1,629
+4
| +0.2% | +$194 | 0.03% | 221 |
|
|
2022
Q4 | $73K | Buy |
1,625
+4
| +0.2% | +$180 | 0.03% | 231 |
|
|
2022
Q3 | $69K | Buy |
1,621
+683
| +73% | +$29.1K | 0.03% | 224 |
|
|
2022
Q2 | $42K | Buy |
938
+776
| +479% | +$34.7K | 0.02% | 307 |
|
|
2022
Q1 | $9K | Buy |
162
+81
| +100% | +$4.5K | ﹤0.01% | 563 |
|
|
2021
Q4 | $9K | Buy |
81
+1
| +1% | +$111 | ﹤0.01% | 589 |
|
|
2021
Q3 | $8K | Hold |
80
| – | – | ﹤0.01% | 598 |
|
|
2021
Q2 | $8K | Buy |
80
+63
| +371% | +$6.3K | ﹤0.01% | 594 |
|
|
2021
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 686 |
|
|
2020
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 757 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 782 |
|
|
2020
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 769 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 767 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 753 |
|
|
2019
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 726 |
|
|
2019
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 729 |
|