Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $635K | Buy |
54,774
+3,090
| +6% | +$35.8K | 0.01% | 346 |
|
|
2018
Q2 | $560K | Sell |
51,684
-8,664
| -14% | -$93.9K | 0.01% | 351 |
|
|
2018
Q1 | $634K | Buy |
60,348
+7,002
| +13% | +$73.6K | 0.01% | 347 |
|
|
2017
Q4 | $567K | Buy |
53,346
+6,258
| +13% | +$66.5K | 0.01% | 335 |
|
|
2017
Q3 | $471K | Buy |
+47,088
| New | +$471K | 0.01% | 341 |
|
|
2015
Q4 | – | Sell |
-108
| Closed | -$1K | – | 907 |
|
|
2015
Q3 | $1K | Sell |
108
-774
| -88% | -$7.17K | ﹤0.01% | 1218 |
|
|
2015
Q2 | $7K | Buy |
882
+558
| +172% | +$4.43K | ﹤0.01% | 962 |
|
|
2015
Q1 | $3K | Hold |
324
| – | – | ﹤0.01% | 938 |
|
|
2014
Q4 | $3K | Buy |
+324
| New | +$3K | ﹤0.01% | 599 |
|