BWA
Beam Wealth Advisors’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 | $972K | Sell |
39,765
-324
| -0.8% | -$7.92K | 0.29% | 72 |
|
|
2025
Q1 | $885K | Sell |
40,089
-3,774
| -9% | -$83.3K | 0.3% | 68 |
|
|
2024
Q4 | $1.02M | Buy |
43,863
+28,868
| +193% | +$669K | 0.32% | 61 |
|
|
2024
Q3 | $1.02M | Sell |
14,995
-1,016
| -6% | -$68.9K | 0.31% | 62 |
|
|
2024
Q2 | $1.03M | Buy |
16,011
+2,060
| +15% | +$132K | 0.34% | 55 |
|
|
2024
Q1 | $866K | Buy |
13,951
+38
| +0.3% | +$2.36K | 0.52% | 43 |
|
|
2023
Q4 | $785K | Buy |
13,913
+770
| +6% | +$43.4K | 0.5% | 42 |
|
|
2023
Q3 | $665K | Buy |
13,143
+1,036
| +9% | +$52.4K | 0.47% | 47 |
|
|
2023
Q2 | $634K | Buy |
12,107
+2,412
| +25% | +$126K | 0.44% | 44 |
|
|
2023
Q1 | $469K | Buy |
9,695
+3,378
| +53% | +$163K | 0.47% | 55 |
|
|
2022
Q4 | $285K | Buy |
6,317
+1,296
| +26% | +$58.5K | 0.3% | 73 |
|
|
2022
Q3 | $213K | Buy |
5,021
+333
| +7% | +$14.1K | 0.24% | 92 |
|
|
2022
Q2 | $209K | Sell |
4,688
-283
| -6% | -$12.6K | 0.23% | 98 |
|
|
2022
Q1 | $268K | Buy |
4,971
+2,162
| +77% | +$117K | 0.31% | 70 |
|
|
2021
Q4 | $320K | Sell |
2,809
-150
| -5% | -$17.1K | 0.37% | 64 |
|
|
2021
Q3 | $308K | Buy |
2,959
+57
| +2% | +$5.93K | 0.26% | 102 |
|
|
2021
Q2 | $302K | Buy |
2,902
+257
| +10% | +$26.7K | 0.26% | 99 |
|
|
2021
Q1 | $254K | Buy |
2,645
+79
| +3% | +$7.59K | 0.23% | 110 |
|
|
2020
Q4 | $233K | Buy |
+2,566
| New | +$233K | 0.22% | 109 |
|