CM Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $709K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $727K | Hold |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $689K | Buy |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $568K | Sell |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $535K | Buy |
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|
2022
Q4 | $483K | Hold |
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|
2022
Q3 | $453M | Hold |
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|
2022
Q2 | $478K | Buy |
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