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Crestmont Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Crestmont Private Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$485K Buy
19,837
+1,301
+7% +$31.8K 0.18% 47
2025
Q1 		$409K Buy
18,536
+1,103
+6% +$24.4K 0.18% 43
2024
Q4 		$404K Buy
+17,433
New +$404K 0.18% 42