IWA
Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $283K | Sell |
5,401
-1,354
| -20% | -$70.9K | 0.07% | 266 |
|
|
2023
Q1 | $327K | Sell |
6,755
-447
| -6% | -$21.6K | 0.08% | 250 |
|
|
2022
Q4 | $325K | Sell |
7,202
-106
| -1% | -$4.79K | 0.1% | 225 |
|
|
2022
Q3 | $309K | Buy |
7,308
+148
| +2% | +$6.26K | 0.1% | 218 |
|
|
2022
Q2 | $320K | Buy |
+7,160
| New | +$320K | 0.09% | 217 |
|