HWMG
Hurlow Wealth Management Group’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 | $3.29M | Buy |
134,651
+35,195
| +35% | +$860K | 0.93% | 26 |
|
|
2025
Q1 | $2.2M | Buy |
99,456
+21,047
| +27% | +$465K | 0.69% | 26 |
|
|
2024
Q4 | $1.82M | Buy |
78,409
+51,619
| +193% | +$1.2M | 0.57% | 28 |
|
|
2024
Q3 | $1.82M | Sell |
26,790
-159
| -0.6% | -$10.8K | 0.57% | 27 |
|
|
2024
Q2 | $1.73M | Sell |
26,949
-366
| -1% | -$23.5K | 0.59% | 27 |
|
|
2024
Q1 | $1.7M | Sell |
27,315
-722
| -3% | -$44.8K | 0.6% | 28 |
|
|
2023
Q4 | $1.58M | Sell |
28,037
-292
| -1% | -$16.5K | 0.6% | 30 |
|
|
2023
Q3 | $1.43M | Sell |
28,329
-589
| -2% | -$29.8K | 0.62% | 27 |
|
|
2023
Q2 | $1.51M | Sell |
28,918
-545
| -2% | -$28.5K | 0.65% | 28 |
|
|
2023
Q1 | $1.43M | Sell |
29,463
-1,461
| -5% | -$70.7K | 0.66% | 27 |
|
|
2022
Q4 | $1.4M | Buy |
30,924
+4,964
| +19% | +$224K | 0.73% | 28 |
|
|
2022
Q3 | $1.1M | Sell |
25,960
-1,456
| -5% | -$61.6K | 0.64% | 28 |
|
|
2022
Q2 | $1.22M | Sell |
27,416
-158
| -0.6% | -$7.05K | 0.71% | 27 |
|
|
2022
Q1 | $1.49M | Buy |
27,574
+11,562
| +72% | +$623K | 0.91% | 23 |
|
|
2021
Q4 | $1.45M | Buy |
16,012
+1,149
| +8% | +$104K | 1.13% | 19 |
|
|
2021
Q3 | $1.55M | Sell |
14,863
-193
| -1% | -$20.1K | 0.92% | 21 |
|
|
2021
Q2 | $1.57M | Sell |
15,056
-557
| -4% | -$57.9K | 1.03% | 19 |
|
|
2021
Q1 | $1.5M | Sell |
15,613
-677
| -4% | -$65K | 1.08% | 18 |
|
|
2020
Q4 | $1.48M | Sell |
16,290
-2,122
| -12% | -$193K | 1.16% | 18 |
|
|
2020
Q3 | $1.49M | Sell |
18,412
-2,627
| -12% | -$212K | 1.36% | 16 |
|
|
2020
Q2 | $1.59M | Sell |
21,039
-40,868
| -66% | -$3.09M | 1.53% | 14 |
|
|
2020
Q1 | $4.09M | Buy |
61,907
+1,967
| +3% | +$130K | 4.38% | 7 |
|
|
2019
Q4 | $4.69M | Sell |
59,940
-4,120
| -6% | -$322K | 4.59% | 5 |
|
|
2019
Q3 | $4.53M | Sell |
64,060
-7,220
| -10% | -$511K | 4.82% | 5 |
|
|
2019
Q2 | $5.12M | Buy |
71,280
+1,130
| +2% | +$81.1K | 5.38% | 4 |
|
|
2019
Q1 | $4.93M | Sell |
70,150
-1,984
| -3% | -$140K | 5.3% | 4 |
|
|
2018
Q4 | $4.55M | Buy |
+72,134
| New | +$4.55M | 5.49% | 4 |
|