CA
CapWealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,514
| Closed | -$238K | – | 107 |
|
|
2024
Q3 | $238K | Hold |
3,514
| – | – | 0.03% | 101 |
|
|
2024
Q2 | $226K | Hold |
3,514
| – | – | 0.03% | 91 |
|
|
2024
Q1 | $218K | Buy |
+3,514
| New | +$218K | 0.02% | 93 |
|
|
2023
Q1 | – | Sell |
-4,680
| Closed | -$211K | – | 109 |
|
|
2022
Q4 | $211K | Buy |
+4,680
| New | +$211K | 0.02% | 107 |
|
|
2022
Q1 | – | Sell |
-1,757
| Closed | -$200K | – | 131 |
|
|
2021
Q4 | $200K | Buy |
+1,757
| New | +$200K | 0.02% | 116 |
|