CA
CWC 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 | $1.49M | Sell |
60,846
-348
| -0.6% | -$8.51K | 0.77% | 34 |
|
|
2025
Q1 | $1.35M | Sell |
61,194
-182
| -0.3% | -$4.02K | 0.77% | 35 |
|
|
2024
Q4 | $1.42M | Buy |
61,376
+41,002
| +201% | +$950K | 1.42% | 18 |
|
|
2024
Q3 | $1.38M | Buy |
+20,374
| New | +$1.38M | 1.37% | 18 |
|