AEPWM
Atlantic Edge Private 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 | $25.7K | Hold |
1,050
| – | – | 0.01% | 266 |
|
|
2025
Q1 | $23.2K | Hold |
1,050
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $24.3K | Buy |
1,050
+700
| +200% | +$16.2K | 0.01% | 252 |
|
|
2024
Q3 | $23.7K | Hold |
350
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $22.5K | Buy |
350
+1
| +0.3% | +$64 | 0.01% | 241 |
|
|
2024
Q1 | $21.7K | Sell |
349
-646
| -65% | -$40.1K | 0.01% | 243 |
|
|
2023
Q4 | $56.1K | Buy |
+995
| New | +$56.1K | 0.02% | 178 |
|