FMWA
Forvis Mazars Wealth 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 | $725K | Buy |
29,651
+715
| +2% | +$17.5K | 0.02% | 236 |
|
|
2025
Q1 | $639K | Buy |
28,936
+4,743
| +20% | +$105K | 0.02% | 251 |
|
|
2024
Q4 | $561K | Buy |
24,193
+12,377
| +105% | +$287K | 0.01% | 295 |
|
|
2024
Q3 | $802K | Sell |
11,816
-6,779
| -36% | -$460K | 0.02% | 252 |
|
|
2024
Q2 | $1.19M | Sell |
18,595
-285
| -2% | -$18.3K | 0.03% | 198 |
|
|
2024
Q1 | $1.17M | Buy |
18,880
+593
| +3% | +$36.8K | 0.03% | 201 |
|
|
2023
Q4 | $1.03M | Buy |
18,287
+54
| +0.3% | +$3.05K | 0.03% | 203 |
|
|
2023
Q3 | $923K | Buy |
18,233
+8,747
| +92% | +$443K | 0.03% | 211 |
|
|
2023
Q2 | $497K | Buy |
9,486
+3,108
| +49% | +$163K | 0.01% | 293 |
|
|
2023
Q1 | $308K | Buy |
6,378
+7
| +0.1% | +$339 | 0.01% | 327 |
|
|
2022
Q4 | $288K | Buy |
6,371
+7
| +0.1% | +$316 | 0.01% | 330 |
|
|
2022
Q3 | $270K | Sell |
6,364
-33
| -0.5% | -$1.4K | 0.01% | 333 |
|
|
2022
Q2 | $286K | Buy |
6,397
+1,473
| +30% | +$65.9K | 0.01% | 326 |
|
|
2022
Q1 | $265K | Buy |
4,924
+2,462
| +100% | +$133K | 0.01% | 260 |
|
|
2021
Q4 | $280K | Sell |
2,462
-27
| -1% | -$3.07K | 0.01% | 236 |
|
|
2021
Q3 | $259K | Buy |
2,489
+1
| +0% | +$104 | 0.01% | 236 |
|
|
2021
Q2 | $259K | Buy |
+2,488
| New | +$259K | 0.01% | 237 |
|