BWM
BCS 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 | $19.5M | Buy |
799,030
+127,347
| +19% | +$3.11M | 4.2% | 2 |
|
|
2025
Q1 | $14.8M | Sell |
671,683
-74,398
| -10% | -$1.64M | 3.81% | 2 |
|
|
2024
Q4 | $17.3M | Buy |
+746,081
| New | +$17.3M | 4.3% | 2 |
|
|
2024
Q2 | – | Sell |
-255,338
| Closed | -$15.8M | – | 215 |
|
|
2024
Q1 | $15.8M | Sell |
255,338
-3,352
| -1% | -$208K | 5.08% | 2 |
|
|
2023
Q4 | $14.6M | Sell |
258,690
-7,819
| -3% | -$441K | 5.37% | 1 |
|
|
2023
Q3 | $13.5M | Buy |
+266,509
| New | +$13.5M | 5.61% | 1 |
|
|
2023
Q2 | – | Sell |
-302,561
| Closed | -$14.6M | – | 161 |
|
|
2023
Q1 | $14.6M | Buy |
302,561
+45,409
| +18% | +$2.2M | 6.61% | 1 |
|
|
2022
Q4 | $11.6M | Buy |
257,152
+3,065
| +1% | +$138K | 4.86% | 2 |
|
|
2022
Q3 | $10.8M | Buy |
254,087
+1,909
| +0.8% | +$80.8K | 5.06% | 2 |
|
|
2022
Q2 | $11.3M | Sell |
252,178
-5,261
| -2% | -$235K | 5% | 3 |
|
|
2022
Q1 | $13.9M | Buy |
257,439
+113,168
| +78% | +$6.09M | 5.74% | 2 |
|
|
2021
Q4 | $16.4M | Buy |
144,271
+14,038
| +11% | +$1.6M | 5.89% | 2 |
|
|
2021
Q3 | $13.5M | Buy |
130,233
+1,019
| +0.8% | +$106K | 5.75% | 2 |
|
|
2021
Q2 | $13.4M | Buy |
129,214
+327
| +0.3% | +$34K | 7.14% | 1 |
|
|
2021
Q1 | $12.4M | Sell |
128,887
-1,081
| -0.8% | -$104K | 5.87% | 2 |
|
|
2020
Q4 | $11.8M | Buy |
129,968
+4,623
| +4% | +$420K | 6.14% | 2 |
|
|
2020
Q3 | $10.1M | Sell |
125,345
-3,850
| -3% | -$310K | 5.71% | 3 |
|
|
2020
Q2 | $9.57M | Buy |
129,195
+7,999
| +7% | +$593K | 5.73% | 3 |
|
|
2020
Q1 | $7.42M | Buy |
121,196
+31,304
| +35% | +$1.92M | 5.2% | 5 |
|
|
2019
Q4 | $6.91M | Buy |
+89,892
| New | +$6.91M | 4.6% | 5 |
|