Von Berge Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,282
| Closed | -$328K | – | 70 |
|
|
2024
Q2 | $328K | Hold |
15,282
| – | – | 0.21% | 44 |
|
|
2024
Q1 | $316K | Buy |
+15,282
| New | +$316K | 0.2% | 44 |
|
|
2023
Q4 | – | Sell |
-15,282
| Closed | -$258K | – | 68 |
|
|
2023
Q3 | $258K | Hold |
15,282
| – | – | 0.22% | 48 |
|
|
2023
Q2 | $267K | Hold |
15,282
| – | – | 0.22% | 50 |
|
|
2023
Q1 | $247K | Hold |
15,282
| – | – | 0.22% | 50 |
|
|
2022
Q4 | $245K | Hold |
15,282
| – | – | 0.22% | 53 |
|
|
2022
Q3 | $218K | Buy |
15,282
+921
| +6% | +$13.1K | 0.23% | 49 |
|
|
2022
Q2 | $215K | Buy |
14,361
+684
| +5% | +$10.2K | 0.22% | 54 |
|
|
2022
Q1 | $238K | Buy |
13,677
+291
| +2% | +$5.06K | 0.22% | 56 |
|
|
2021
Q4 | $239K | Buy |
+13,386
| New | +$239K | 0.22% | 55 |
|