KSWA
Kathleen S. Wright Associates’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 | $112K | Buy |
4,576
+58
| +1% | +$1.42K | 0.04% | 122 |
|
|
2025
Q1 | $99.8K | Hold |
4,518
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $105K | Buy |
4,518
+3,012
| +200% | +$69.8K | 0.04% | 122 |
|
|
2024
Q3 | $102K | Buy |
1,506
+169
| +13% | +$11.5K | 0.04% | 125 |
|
|
2024
Q2 | $85.9K | Sell |
1,337
-86
| -6% | -$5.53K | 0.04% | 128 |
|
|
2024
Q1 | $88.3K | Sell |
1,423
-48
| -3% | -$2.98K | 0.04% | 121 |
|
|
2023
Q4 | $83K | Sell |
1,471
-39
| -3% | -$2.2K | 0.04% | 112 |
|
|
2023
Q3 | $76.4K | Sell |
1,510
-11
| -0.7% | -$557 | 0.04% | 112 |
|
|
2023
Q2 | $79.7K | Sell |
1,521
-58
| -4% | -$3.04K | 0.05% | 98 |
|
|
2023
Q1 | $76.4K | Buy |
1,579
+389
| +33% | +$18.8K | 0.05% | 97 |
|
|
2022
Q4 | $54K | Buy |
1,190
+8
| +0.7% | +$363 | 0.04% | 114 |
|
|
2022
Q3 | $50K | Buy |
1,182
+965
| +445% | +$40.8K | 0.04% | 109 |
|
|
2022
Q2 | $10K | Sell |
217
-739
| -77% | -$34.1K | 0.01% | 127 |
|
|
2022
Q1 | $51K | Buy |
956
+465
| +95% | +$24.8K | 0.04% | 107 |
|
|
2021
Q4 | $56K | Buy |
+491
| New | +$56K | 0.04% | 100 |
|