MGWM
SCHX icon

Marks Group Wealth Management’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
Sell
-123,988
Closed -$2.74M 313
2025
Q1
$2.74M Buy
+123,988
New +$2.74M 0.26% 100