Wooster Corthell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $25.2M | Buy |
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|
2019
Q3 | $23.3M | Buy |
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|
2019
Q2 | $22.9M | Sell |
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|
2019
Q1 | $22.1M | Buy |
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|
2018
Q4 | $18.7M | Buy |
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|
2018
Q3 | $21.2M | Sell |
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|
2018
Q2 | $20M | Buy |
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|
2018
Q1 | $19.3M | Sell |
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|
2017
Q4 | $22.2M | Buy |
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|
2017
Q3 | $20.8M | Buy |
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|
2017
Q2 | $20M | Buy |
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|
2017
Q1 | $19M | Buy |
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|
2016
Q4 | $17.5M | Buy |
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|
2016
Q3 | $15.3M | Buy |
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|
2016
Q2 | $14.5M | Buy |
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