1WM
1900 Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
133,032
+60
| +0% | +$1.47K | 0.25% | 56 |
|
|
2025
Q1 | $2.94M | Sell |
132,972
-1,402
| -1% | -$31K | 0.24% | 57 |
|
|
2024
Q4 | $3.11M | Buy |
134,374
+90,425
| +206% | +$58.6K | 0.26% | 58 |
|
|
2024
Q3 | $2.98M | Sell |
43,949
-3,322
| -7% | -$225K | 0.26% | 62 |
|
|
2024
Q2 | $3.04M | Sell |
47,271
-91
| -0.2% | -$5.85K | 0.28% | 59 |
|
|
2024
Q1 | $2.94M | Sell |
47,362
-428
| -0.9% | -$26.6K | 0.27% | 65 |
|
|
2023
Q4 | $2.7M | Buy |
47,790
+686
| +1% | +$38.7K | 0.25% | 76 |
|
|
2023
Q3 | $2.38M | Sell |
47,104
-387
| -0.8% | -$19.6K | 0.24% | 81 |
|
|
2023
Q2 | $2.49M | Buy |
47,491
+2,552
| +6% | +$134K | 0.26% | 77 |
|
|
2023
Q1 | $2.05M | Hold |
44,939
| – | – | 0.22% | 83 |
|
|
2022
Q4 | $2.03M | Buy |
44,939
+4,281
| +11% | +$193K | 0.22% | 80 |
|
|
2022
Q3 | $1.72M | Sell |
40,658
-3,540
| -8% | -$150K | 0.2% | 87 |
|
|
2022
Q2 | $1.97M | Buy |
44,198
+10,926
| +33% | +$488K | 0.22% | 84 |
|
|
2022
Q1 | $1.79M | Buy |
33,272
+16,015
| +93% | -$66.9K | 0.17% | 91 |
|
|
2021
Q4 | $1.96M | Buy |
17,257
+7,656
| +80% | +$871K | 0.18% | 93 |
|
|
2021
Q3 | $999K | Sell |
9,601
-20
| -0.2% | -$2.08K | 0.1% | 124 |
|
|
2021
Q2 | $1M | Buy |
9,621
+2,124
| +28% | +$221K | 0.1% | 118 |
|
|
2021
Q1 | $720 | Buy |
+7,497
| New | +$720 | 0.05% | 112 |
|