Wolverine Trading’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2039 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2044 |
|
|
2023
Q2 | – | Sell |
-22,359
| Closed | -$355K | – | 1964 |
|
|
2023
Q1 | $355K | Buy |
+22,359
| New | +$355K | ﹤0.01% | 616 |
|
|
2020
Q3 | – | Sell |
-72,252
| Closed | -$879K | – | 1900 |
|
|
2020
Q2 | $879K | Buy |
72,252
+52,932
| +274% | +$644K | ﹤0.01% | 416 |
|
|
2020
Q1 | $200K | Buy |
+19,320
| New | +$200K | ﹤0.01% | 981 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1868 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1925 |
|
|
2018
Q1 | – | Sell |
-26,886
| Closed | -$286K | – | 2072 |
|
|
2017
Q4 | $286K | Buy |
+26,886
| New | +$286K | ﹤0.01% | 1135 |
|
|
2017
Q3 | – | Sell |
-23,718
| Closed | -$228K | – | 1845 |
|
|
2017
Q2 | $228K | Buy |
+23,718
| New | +$228K | ﹤0.01% | 962 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1853 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1388 |
|