FWA
FSM 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 | $1.18M | Buy |
48,010
+523
| +1% | +$12.9K | 0.19% | 76 |
|
|
2025
Q1 | $1.05M | Sell |
47,487
-922
| -2% | -$20.4K | 0.24% | 58 |
|
|
2024
Q4 | $1.14M | Buy |
48,409
+34,642
| +252% | +$813K | 0.28% | 50 |
|
|
2024
Q3 | $934K | Buy |
13,767
+9
| +0.1% | +$611 | 0.25% | 61 |
|
|
2024
Q2 | $884K | Hold |
13,758
| – | – | 0.3% | 56 |
|
|
2024
Q1 | $854K | Sell |
13,758
-886
| -6% | -$55K | 0.3% | 58 |
|
|
2023
Q4 | $826K | Buy |
14,644
+76
| +0.5% | +$4.29K | 0.35% | 52 |
|
|
2023
Q3 | $737K | Sell |
14,568
-73
| -0.5% | -$3.69K | 0.37% | 51 |
|
|
2023
Q2 | $767K | Buy |
14,641
+1,907
| +15% | +$99.9K | 0.38% | 55 |
|
|
2023
Q1 | $616K | Buy |
12,734
+298
| +2% | +$14.4K | 0.36% | 64 |
|
|
2022
Q4 | $562K | Buy |
12,436
+13
| +0.1% | +$587 | 0.4% | 65 |
|
|
2022
Q3 | $526K | Buy |
12,423
+647
| +5% | +$27.4K | 0.44% | 61 |
|
|
2022
Q2 | $577K | Buy |
+11,776
| New | +$577K | 0.57% | 51 |
|