AWM
Abound 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 | $19.2M | Buy |
785,387
+17,666
| +2% | +$432K | 5.42% | 6 |
|
|
2025
Q1 | $17M | Buy |
767,721
+9,556
| +1% | +$211K | 5.66% | 6 |
|
|
2024
Q4 | $17.6M | Buy |
758,165
+503,827
| +198% | +$11.7M | 5.64% | 6 |
|
|
2024
Q3 | $17.3M | Sell |
254,338
-3,901
| -2% | -$265K | 5.73% | 6 |
|
|
2024
Q2 | $16.6M | Sell |
258,239
-3,185
| -1% | -$205K | 6.12% | 6 |
|
|
2024
Q1 | $16.2M | Sell |
261,424
-3,012
| -1% | -$187K | 6.18% | 6 |
|
|
2023
Q4 | $14.9M | Sell |
264,436
-1,291
| -0.5% | -$72.8K | 5.98% | 6 |
|
|
2023
Q3 | $13.4M | Sell |
265,727
-5,257
| -2% | -$266K | 5.72% | 7 |
|
|
2023
Q2 | $14.2M | Sell |
270,984
-1,028
| -0.4% | -$53.8K | 5.94% | 7 |
|
|
2023
Q1 | $13.2M | Buy |
272,012
+7,171
| +3% | +$347K | 5.9% | 8 |
|
|
2022
Q4 | $12M | Sell |
264,841
-1,761
| -0.7% | -$79.5K | 5.85% | 8 |
|
|
2022
Q3 | $11.3M | Sell |
266,602
-6,140
| -2% | -$260K | 6.1% | 8 |
|
|
2022
Q2 | $12.2M | Sell |
272,742
-13,133
| -5% | -$587K | 6.78% | 8 |
|
|
2022
Q1 | $15.4M | Buy |
285,875
+143,992
| +101% | +$7.75M | 11.1% | 4 |
|
|
2021
Q4 | $16.1M | Buy |
+141,883
| New | +$16.1M | 12.68% | 3 |
|