4WM
SCHX icon

49 Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

49 Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,163
Closed -$305K – 205
2024
Q4 		$305K Sell
13,163
-1,210
-8% -$28K 0.04% 121
2024
Q3 		$325K Buy
+14,373
New +$325K 0.05% 112