Willow Creek Wealth Management’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 |
-22,332
| Closed | -$264K | – | 87 |
|
|
2019
Q3 | $264K | Buy |
22,332
+84
| +0.4% | +$993 | 0.12% | 67 |
|
|
2019
Q2 | $260K | Sell |
22,248
-12
| -0.1% | -$140 | 0.12% | 65 |
|
|
2019
Q1 | $251K | Buy |
22,260
+222
| +1% | +$2.5K | 0.13% | 61 |
|
|
2018
Q4 | $219K | Buy |
22,038
+204
| +0.9% | +$2.03K | 0.12% | 60 |
|
|
2018
Q3 | $253K | Buy |
21,834
+150
| +0.7% | +$1.74K | 0.14% | 58 |
|
|
2018
Q2 | $235K | Buy |
21,684
+108
| +0.5% | +$1.17K | 0.13% | 58 |
|
|
2018
Q1 | $227K | Buy |
+21,576
| New | +$227K | 0.12% | 62 |
|