FIM
FWL Investment Management’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 | $178K | Sell |
7,300
-67
| -0.9% | -$1.64K | 0.05% | 93 |
|
|
2025
Q1 | $163K | Sell |
7,367
-1,438
| -16% | -$31.8K | 0.06% | 84 |
|
|
2024
Q4 | $204K | Buy |
8,805
+5,865
| +199% | +$136K | 0.07% | 81 |
|
|
2024
Q3 | $199K | Sell |
2,940
-100
| -3% | -$6.79K | 0.08% | 76 |
|
|
2024
Q2 | $195K | Hold |
3,040
| – | – | 0.1% | 52 |
|
|
2024
Q1 | $189K | Hold |
3,040
| – | – | 0.1% | 58 |
|
|
2023
Q4 | $171K | Sell |
3,040
-397
| -12% | -$22.4K | 0.1% | 50 |
|
|
2023
Q3 | $174K | Buy |
+3,437
| New | +$174K | 0.12% | 46 |
|
|
2023
Q1 | – | Sell |
-4,185
| Closed | -$189K | – | 171 |
|
|
2022
Q4 | $189K | Buy |
+4,185
| New | +$189K | 0.14% | 45 |
|