Wealthfront Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-41,526
| Closed | -$491K | – | 500 |
|
|
2019
Q3 | $491K | Sell |
41,526
-3,534
| -8% | -$41.8K | ﹤0.01% | 382 |
|
|
2019
Q2 | $527K | Buy |
45,060
+7,380
| +20% | +$86.3K | ﹤0.01% | 378 |
|
|
2019
Q1 | $425K | Buy |
37,680
+1,596
| +4% | +$18K | ﹤0.01% | 383 |
|
|
2018
Q4 | $359K | Buy |
+36,084
| New | +$359K | ﹤0.01% | 377 |
|