CSWM
Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.21K | Buy |
52
+37
| +247% | +$861 | ﹤0.01% | 737 |
|
|
2024
Q3 | $1.02K | Buy |
+15
| New | +$1.02K | ﹤0.01% | 421 |
|
|
2024
Q2 | – | Sell |
-454
| Closed | -$28.2K | – | 494 |
|
|
2024
Q1 | $28.2K | Buy |
+454
| New | +$28.2K | 0.01% | 254 |
|
|
2023
Q2 | – | Sell |
-1,194
| Closed | -$57.8K | – | 488 |
|
|
2023
Q1 | $57.8K | Hold |
1,194
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $53.9K | Buy |
+1,194
| New | +$53.9K | 0.03% | 186 |
|