WealthSource Partners’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
Q4 | $179M | Sell |
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|
2023
Q3 | $169M | Sell |
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|
2023
Q2 | $179M | Sell |
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|
2023
Q1 | $168M | Sell |
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|
2022
Q4 | $160M | Buy |
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|
2022
Q3 | $148M | Buy |
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|
2022
Q2 | $141M | Buy |
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|
2022
Q1 | $132M | Buy |
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|
2021
Q4 | $95.9M | Buy |
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|
2021
Q3 | $87.2M | Sell |
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|
2021
Q2 | $92.2M | Buy |
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|
2021
Q1 | $82.5M | Sell |
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|
2020
Q4 | $83.5M | Buy |
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|
2020
Q3 | $66.3M | Buy |
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|
2020
Q2 | $60.2M | Buy |
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|
2020
Q1 | $42.2M | Buy |
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|
2019
Q4 | $32.3M | Buy |
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|
2019
Q3 | $8.65M | Buy |
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|
2019
Q2 | $7.76M | Buy |
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|
2019
Q1 | $5.06M | Sell |
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|
2018
Q4 | $4.49M | Sell |
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|
2018
Q3 | $6.4M | Buy |
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|
2018
Q2 | $4.46M | Buy |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $3.42M | Buy |
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|
2017
Q3 | $3.15M | Buy |
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|
2017
Q2 | $2.88M | Sell |
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|
2017
Q1 | $3.03M | Buy |
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|
2016
Q4 | $608K | Buy |
|