Windsor Wealth Management’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
Q3 | $639K | Hold |
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|
2023
Q2 | $662K | Hold |
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|
2023
Q1 | $610K | Sell |
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|
2022
Q4 | $585K | Hold |
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|
2022
Q3 | $550K | Buy |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.8M | Sell |
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|
2020
Q4 | $1.96M | Sell |
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|
2020
Q3 | $1.9M | Sell |
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|
2020
Q2 | $1.83M | Sell |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $1.92M | Sell |
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|
2019
Q3 | $1.73M | Sell |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $2.19M | Buy |
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|
2018
Q4 | $1.85M | Sell |
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|
2018
Q3 | $2.39M | Buy |
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