Viridian RIA’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $2.59M | Sell |
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|
2020
Q2 | $2.48M | Sell |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $2.68M | Buy |
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|
2019
Q3 | $2.44M | Sell |
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|
2019
Q2 | $2.4M | Sell |
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|
2019
Q1 | $2.45M | Buy |
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|
2018
Q4 | $2.02M | Buy |
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|
2018
Q3 | $2.07M | Buy |
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|
2018
Q2 | $1.8M | Sell |
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|
2018
Q1 | $1.8M | Buy |
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