WealthCare Investment Partners’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
Q2 | – | Sell |
-9,810
| Closed | -$203K | – | 138 |
|
|
2024
Q1 | $203K | Buy |
+9,810
| New | +$203K | 0.1% | 128 |
|
|
2023
Q1 | – | Sell |
-17,808
| Closed | -$268K | – | 131 |
|
|
2022
Q4 | $268K | Buy |
+17,808
| New | +$268K | 0.18% | 93 |
|
|
2022
Q2 | – | Sell |
-11,421
| Closed | -$201K | – | 113 |
|
|
2022
Q1 | $201K | Buy |
11,421
+249
| +2% | +$4.38K | 0.18% | 104 |
|
|
2021
Q4 | $212K | Buy |
+11,172
| New | +$212K | 0.21% | 98 |
|