KW
SCHX icon

Keyvantage Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Keyvantage Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.5M Sell
510,633
-20,591
-4% -$503K 5.6% 5
2025
Q1 		$11.7M Sell
531,224
-92,071
-15% -$2.03M 5.71% 4
2024
Q4 		$14.4M Buy
+623,295
New +$14.4M 10.33% 1