KWS
Keystone Wealth Services’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 | $854K | Buy |
34,944
+44
| +0.1% | +$1.08K | 0.21% | 115 |
|
|
2025
Q1 | $771K | Buy |
34,900
+46
| +0.1% | +$1.02K | 0.21% | 110 |
|
|
2024
Q4 | $808K | Buy |
34,854
+23,252
| +200% | +$539K | 0.21% | 107 |
|
|
2024
Q3 | $787K | Buy |
11,602
+31
| +0.3% | +$2.1K | 0.22% | 104 |
|
|
2024
Q2 | $743K | Buy |
11,571
+48
| +0.4% | +$3.08K | 0.23% | 101 |
|
|
2024
Q1 | $715K | Sell |
11,523
-75
| -0.6% | -$4.66K | 0.23% | 101 |
|
|
2023
Q4 | $654K | Sell |
11,598
-180
| -2% | -$10.2K | 0.22% | 97 |
|
|
2023
Q3 | $596K | Sell |
11,778
-481
| -4% | -$24.3K | 0.23% | 97 |
|
|
2023
Q2 | $642K | Sell |
12,259
-76
| -0.6% | -$3.98K | 0.24% | 92 |
|
|
2023
Q1 | $597K | Sell |
12,335
-644
| -5% | -$31.2K | 0.24% | 97 |
|
|
2022
Q4 | $586K | Buy |
12,979
+22
| +0.2% | +$993 | 0.26% | 90 |
|
|
2022
Q3 | $549K | Sell |
12,957
-164
| -1% | -$6.95K | 0.26% | 75 |
|
|
2022
Q2 | $586K | Sell |
13,121
-9,950
| -43% | -$444K | 0.26% | 79 |
|
|
2022
Q1 | $1.24M | Buy |
23,071
+10,638
| +86% | +$573K | 0.49% | 52 |
|
|
2021
Q4 | $1.42M | Buy |
+12,433
| New | +$1.42M | 0.57% | 41 |
|