FWM
Filbrandt Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48.9M | Buy |
469,858
+1,314
| +0.3% | +$137K | 28.06% | 1 |
|
|
2021
Q2 | $48.7M | Buy |
468,544
+4,605
| +1% | +$479K | 27.61% | 1 |
|
|
2021
Q1 | $44.6M | Buy |
463,939
+12,716
| +3% | +$1.22M | 26.91% | 1 |
|
|
2020
Q4 | $41M | Buy |
451,223
+26,607
| +6% | +$2.42M | 26.22% | 1 |
|
|
2020
Q3 | $34.2M | Buy |
424,616
+58,945
| +16% | +$4.75M | 26.8% | 1 |
|
|
2020
Q2 | $27.1M | Sell |
365,671
-2,780
| -0.8% | -$206K | 21.58% | 1 |
|
|
2020
Q1 | $22.6M | Buy |
368,451
+56,051
| +18% | +$3.43M | 24.85% | 1 |
|
|
2019
Q4 | $24M | Buy |
+312,400
| New | +$24M | 21.22% | 1 |
|