DWMG
DB Wealth Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.3K | Hold |
253
| – | – | 0.01% | 263 |
|
|
2023
Q3 | $12.8K | Hold |
253
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $13.3K | Hold |
253
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $12.2K | Buy |
253
+28
| +12% | +$1.35K | 0.01% | 268 |
|
|
2022
Q4 | $10.2K | Hold |
225
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $10K | Hold |
225
| – | – | 0.01% | 287 |
|
|
2022
Q2 | $10K | Buy |
225
+15
| +7% | +$667 | 0.01% | 290 |
|
|
2022
Q1 | $11K | Buy |
210
+123
| +141% | +$6.44K | 0.01% | 301 |
|
|
2021
Q4 | $10K | Buy |
87
+10
| +13% | +$1.15K | 0.01% | 272 |
|
|
2021
Q3 | $8K | Hold |
77
| – | – | 0.01% | 280 |
|
|
2021
Q2 | $8K | Buy |
77
+26
| +51% | +$2.7K | 0.01% | 282 |
|
|
2021
Q1 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 311 |
|