CW
Code Waechter’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 | $4.57M | Sell |
187,157
-38,535
| -17% | -$942K | 3.25% | 8 |
|
|
2025
Q1 | $4.98M | Buy |
225,692
+7,043
| +3% | +$156K | 4.1% | 7 |
|
|
2024
Q4 | $5.07M | Buy |
218,649
+144,255
| +194% | +$3.34M | 4.42% | 7 |
|
|
2024
Q3 | $5.05M | Buy |
+74,394
| New | +$5.05M | 4.81% | 6 |
|