CWA
Clearview 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 | $4.94M | Buy |
201,943
+1,507
| +0.8% | +$36.8K | 3.44% | 7 |
|
|
2025
Q1 | $4.43M | Sell |
200,436
-10,442
| -5% | -$231K | 3.31% | 7 |
|
|
2024
Q4 | $4.89M | Buy |
210,878
+141,871
| +206% | +$3.29M | 3.72% | 6 |
|
|
2024
Q3 | $4.68M | Buy |
69,007
+7,363
| +12% | +$500K | 3.61% | 6 |
|
|
2024
Q2 | $3.96M | Buy |
+61,644
| New | +$3.96M | 3.46% | 6 |
|