Wealth CMT’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $523K | Sell |
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|
2021
Q1 | $538K | Sell |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $3.15M | Buy |
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