Wealthspire Advisors (Maryland)’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
2020
Q3
$41.7M Sell
2020
Q2
$41M Sell
2020
Q1
$38.7M Buy
2019
Q4
$40.9M Buy
2019
Q3
$35.7M Buy
2019
Q2
$33.2M Buy
2019
Q1
$30.8M Buy
2018
Q4
$26.7M Sell
2018
Q3
$36.6M Buy
2018
Q2
$33.2M Buy
2018
Q1
$31.4M Buy
2017
Q4
$29.1M Buy
2017
Q3
$25.2M Buy
2017
Q2
$23.3M Buy
2017
Q1
$20.8M Sell
2016
Q4
$20.1M Sell
2016
Q3
$19.9M Buy
2016
Q2
$18.3M Buy
2016
Q1
$16.9M Buy
2015
Q4
$15.7M Buy