TAM
Tucker Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $104K | Buy |
4,473
+371
| +9% | +$8.6K | 0.01% | 233 |
|
|
2024
Q3 | $278K | Sell |
4,102
-2,226
| -35% | -$151K | 0.06% | 104 |
|
|
2024
Q2 | $407K | Buy |
6,328
+539
| +9% | +$34.6K | 0.09% | 80 |
|
|
2024
Q1 | $359K | Buy |
5,789
+4,828
| +502% | +$300K | 0.08% | 98 |
|
|
2023
Q4 | $54.2K | Buy |
961
+7
| +0.7% | +$395 | 0.01% | 324 |
|
|
2023
Q3 | $48.3K | Hold |
954
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $50K | Buy |
954
+180
| +23% | +$9.43K | 0.01% | 262 |
|
|
2023
Q1 | $37.4K | Hold |
774
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $35K | Buy |
774
+573
| +285% | +$25.9K | 0.01% | 183 |
|
|
2022
Q3 | $9.18K | Buy |
+201
| New | +$9.18K | ﹤0.01% | 343 |
|