CWM
Cadence 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 | $322K | Buy |
13,195
+901
| +7% | +$22K | 0.21% | 43 |
|
|
2025
Q1 | $271K | Buy |
12,294
+836
| +7% | +$18.5K | 0.2% | 41 |
|
|
2024
Q4 | $266K | Buy |
11,458
+8,052
| +236% | +$187K | 0.18% | 43 |
|
|
2024
Q3 | $231K | Sell |
3,406
-42
| -1% | -$2.85K | 0.19% | 41 |
|
|
2024
Q2 | $222K | Hold |
3,448
| – | – | 0.15% | 43 |
|
|
2024
Q1 | $214K | Buy |
+3,448
| New | +$214K | 0.22% | 37 |
|
|
2022
Q2 | – | Sell |
-3,745
| Closed | -$202K | – | 38 |
|
|
2022
Q1 | $202K | Buy |
3,745
+1,944
| +108% | +$105K | 0.16% | 34 |
|
|
2021
Q4 | $205K | Buy |
+1,801
| New | +$205K | 0.23% | 33 |
|
|
2021
Q3 | – | Sell |
-1,932
| Closed | -$201K | – | 37 |
|
|
2021
Q2 | $201K | Sell |
1,932
-192
| -9% | -$20K | 0.17% | 32 |
|
|
2021
Q1 | $204K | Buy |
+2,124
| New | +$204K | 0.18% | 30 |
|