CW
Connectus Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.69M | Sell |
75,548
-2,862
| -4% | -$178K | 0.13% | 127 |
|
|
2023
Q4 | $4.42M | Sell |
78,410
-597
| -0.8% | -$33.7K | 0.09% | 180 |
|
|
2023
Q3 | $4M | Buy |
79,007
+129
| +0.2% | +$6.53K | 0.09% | 186 |
|
|
2023
Q2 | $4.13M | Sell |
78,878
-990
| -1% | -$51.8K | 0.1% | 156 |
|
|
2023
Q1 | $3.86M | Sell |
79,868
-2,953
| -4% | -$143K | 0.1% | 159 |
|
|
2022
Q4 | $3.74M | Sell |
82,821
-1,755
| -2% | -$79.2K | 0.09% | 156 |
|
|
2022
Q3 | $3.58M | Buy |
84,576
+837
| +1% | +$35.4K | 0.07% | 209 |
|
|
2022
Q2 | $3.74M | Buy |
+83,739
| New | +$3.74M | 0.09% | 166 |
|