AWM
Activest 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 | – | Sell |
-65,658
| Closed | -$1.45M | – | 1358 |
|
|
2025
Q1 | $1.45M | Buy |
+65,658
| New | +$1.45M | 0.39% | 34 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 484 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 484 |
|
|
2021
Q4 | – | Sell |
-14
| Closed | -$1K | – | 394 |
|
|
2021
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 359 |
|