Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $905K | Sell |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $1.44M | Buy |
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