Zimmermann Investment Management & Planning’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
Q4 | – | Sell |
-98,985
| Closed | -$2.24M | – | 113 |
|
|
2024
Q3 | $2.24M | Sell |
98,985
-483
| -0.5% | -$10.9K | 0.69% | 37 |
|
|
2024
Q2 | $2.13M | Sell |
99,468
-8,670
| -8% | -$186K | 0.71% | 38 |
|
|
2024
Q1 | $2.24M | Sell |
108,138
-7,095
| -6% | -$147K | 0.81% | 36 |
|
|
2023
Q4 | $2.17M | Sell |
115,233
-1,425
| -1% | -$26.8K | 0.89% | 35 |
|
|
2023
Q3 | $1.97M | Sell |
116,658
-4,983
| -4% | -$84K | 0.94% | 33 |
|
|
2023
Q2 | $2.12M | Buy |
121,641
+57,303
| +89% | +$1M | 0.99% | 35 |
|
|
2023
Q1 | $1.04M | Buy |
64,338
+4,215
| +7% | +$68K | 0.54% | 43 |
|
|
2022
Q4 | $905K | Sell |
60,123
-31,356
| -34% | -$472K | 0.52% | 38 |
|
|
2022
Q3 | $1.29M | Sell |
91,479
-5,013
| -5% | -$70.7K | 0.8% | 30 |
|
|
2022
Q2 | $1.44M | Buy |
+96,492
| New | +$1.44M | 0.98% | 31 |
|