EWM
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Executive Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Executive Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$433K Buy
18,677
+1,655
+10% +$38.4K 0.03% 176
2024
Q3 		$385K Buy
+17,022
New +$385K 0.03% 194