LWA
Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Sell |
4,373
-1,015
| -19% | -$24.8K | 0.04% | 85 |
|
|
2025
Q1 | $119K | Hold |
5,388
| – | – | 0.05% | 78 |
|
|
2024
Q4 | $125K | Buy |
5,388
+3,592
| +200% | +$83.3K | 0.05% | 74 |
|
|
2024
Q3 | $122K | Hold |
1,796
| – | – | 0.05% | 68 |
|
|
2024
Q2 | $115K | Sell |
1,796
-1,026
| -36% | -$65.9K | 0.05% | 66 |
|
|
2024
Q1 | $175K | Sell |
2,822
-400
| -12% | -$24.8K | 0.08% | 54 |
|
|
2023
Q4 | $182K | Buy |
3,222
+2,196
| +214% | +$124K | 0.09% | 53 |
|
|
2023
Q3 | $51.9K | Hold |
1,026
| – | – | 0.03% | 103 |
|
|
2023
Q2 | $53.7K | Hold |
1,026
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $49.6K | Sell |
1,026
-1,162
| -53% | -$56.2K | 0.03% | 102 |
|
|
2022
Q4 | $98.8K | Hold |
2,188
| – | – | 0.05% | 72 |
|
|
2022
Q3 | $93K | Hold |
2,188
| – | – | 0.05% | 67 |
|
|
2022
Q2 | $98K | Hold |
2,188
| – | – | 0.05% | 64 |
|
|
2022
Q1 | $118K | Buy |
+2,188
| New | +$118K | 0.05% | 67 |
|