CWA
CM 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 | $795K | Buy |
32,538
+414
| +1% | +$10.1K | 0.23% | 38 |
|
|
2025
Q1 | $709K | Hold |
32,124
| – | – | 0.23% | 43 |
|
|
2024
Q4 | $745K | Buy |
32,124
+21,416
| +200% | +$496K | 0.24% | 39 |
|
|
2024
Q3 | $727K | Hold |
10,708
| – | – | 0.24% | 41 |
|
|
2024
Q2 | $690K | Sell |
10,708
-531
| -5% | -$34.2K | 0.33% | 27 |
|
|
2024
Q1 | $689K | Buy |
11,239
+531
| +5% | +$32.6K | 0.2% | 57 |
|
|
2023
Q4 | $604K | Hold |
10,708
| – | – | 0.26% | 36 |
|
|
2023
Q3 | $568K | Sell |
10,708
-525
| -5% | -$27.8K | 0.22% | 37 |
|
|
2023
Q2 | $607K | Buy |
11,233
+2
| +0% | +$108 | 0.2% | 56 |
|
|
2023
Q1 | $535K | Buy |
11,231
+523
| +5% | +$24.9K | 0.1% | 246 |
|
|
2022
Q4 | $483K | Hold |
10,708
| – | – | 0.25% | 42 |
|
|
2022
Q3 | $453M | Hold |
10,708
| – | – | 0.25% | 43 |
|
|
2022
Q2 | $478K | Buy |
+10,708
| New | +$478K | 0.29% | 43 |
|