IWM
IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
434,792
+383,509
| +748% | +$9.37M | 0.29% | 79 |
|
|
2025
Q1 | $1.13M | Sell |
51,283
-11,107
| -18% | -$245K | 0.04% | 440 |
|
|
2024
Q4 | $1.45M | Buy |
62,390
+32,909
| +112% | -$604K | 0.05% | 345 |
|
|
2024
Q3 | $1.98M | Buy |
29,481
+6,107
| +26% | +$410K | 0.06% | 319 |
|
|
2024
Q2 | $1.5M | Buy |
23,374
+1,823
| +8% | +$117K | 0.06% | 333 |
|
|
2024
Q1 | $1.34M | Buy |
21,551
+4,721
| +28% | +$293K | 0.05% | 344 |
|
|
2023
Q4 | $949K | Buy |
16,830
+360
| +2% | +$20.3K | 0.04% | 401 |
|
|
2023
Q3 | $833K | Buy |
16,470
+86
| +0.5% | +$4.35K | 0.04% | 398 |
|
|
2023
Q2 | $858K | Sell |
16,384
-559
| -3% | -$29.3K | 0.04% | 377 |
|
|
2023
Q1 | $820K | Sell |
16,943
-564
| -3% | -$27.3K | 0.05% | 349 |
|
|
2022
Q4 | $790K | Buy |
17,507
+340
| +2% | +$15.4K | 0.05% | 355 |
|
|
2022
Q3 | $727K | Buy |
17,167
+4,267
| +33% | +$181K | 0.06% | 357 |
|
|
2022
Q2 | $576K | Buy |
12,900
+598
| +5% | +$26.7K | 0.05% | 354 |
|
|
2022
Q1 | $662K | Buy |
12,302
+6,088
| +98% | -$6.78K | 0.05% | 339 |
|
|
2021
Q4 | $707K | Buy |
6,214
+19
| +0.3% | +$2.16K | 0.05% | 339 |
|
|
2021
Q3 | $645K | Sell |
6,195
-3,321
| -35% | -$346K | 0.05% | 346 |
|
|
2021
Q2 | $989K | Buy |
9,516
+769
| +9% | +$79.9K | 0.06% | 322 |
|
|
2021
Q1 | $840K | Buy |
8,747
+1,791
| +26% | +$172K | 0.06% | 309 |
|
|
2020
Q4 | $633K | Buy |
6,956
+2,899
| +71% | +$264K | 0.05% | 337 |
|
|
2020
Q3 | $327K | Buy |
4,057
+1,158
| +40% | +$93.3K | 0.03% | 458 |
|
|
2020
Q2 | $215K | Buy |
+2,899
| New | +$215K | 0.03% | 503 |
|
|
2020
Q1 | – | Sell |
-2,723
| Closed | -$209K | – | 644 |
|
|
2019
Q4 | $209K | Buy |
+2,723
| New | +$209K | 0.02% | 551 |
|
|
2018
Q3 | – | Sell |
-3,877
| Closed | -$252K | – | 440 |
|
|
2018
Q2 | $252K | Buy |
3,877
+3,660
| +1,687% | +$238K | 0.06% | 339 |
|
|
2018
Q1 | $13K | Hold |
217
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q4 | $14K | Hold |
217
| – | – | ﹤0.01% | 1095 |
|
|
2017
Q3 | $13K | Sell |
217
-692
| -76% | -$41.5K | 0.01% | 895 |
|
|
2017
Q2 | $227 | Hold |
909
| – | – | 0.11% | 208 |
|
|
2017
Q1 | $51K | Buy |
909
+899
| +8,990% | +$50.4K | 0.03% | 413 |
|
|
2016
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1152 |
|