BGWM
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Bridge Generations 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
$2.64K Sell
108
-1,484
-93% -$36.3K ﹤0.01% 62
2025
Q1
$35.1K Buy
1,592
+1,122
+239% +$24.8K 0.02% 47
2024
Q4
$10.9K Buy
+470
New +$10.9K 0.01% 47