MW
MBL Wealth’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 | $6.98M | Hold |
285,400
| – | – | 0.67% | 32 |
|
|
2025
Q1 | $6.3M | Sell |
285,400
-450
| -0.2% | -$9.94K | 0.64% | 32 |
|
|
2024
Q4 | $6.63M | Buy |
285,850
+190,620
| +200% | +$4.42M | 0.66% | 32 |
|
|
2024
Q3 | $6.46M | Sell |
95,230
-2,000
| -2% | -$136K | 0.69% | 32 |
|
|
2024
Q2 | $6.25M | Sell |
97,230
-3,400
| -3% | -$218K | 0.7% | 33 |
|
|
2024
Q1 | $6.25M | Buy |
100,630
+2,500
| +3% | +$155K | 0.71% | 30 |
|
|
2023
Q4 | $5.53M | Sell |
98,130
-3,000
| -3% | -$169K | 0.69% | 30 |
|
|
2023
Q3 | $5.12M | Sell |
101,130
-2,036
| -2% | -$103K | 0.72% | 30 |
|
|
2023
Q2 | $5.4M | Sell |
103,166
-1,300
| -1% | -$68.1K | 0.76% | 30 |
|
|
2023
Q1 | $5.05M | Sell |
104,466
-8,542
| -8% | -$413K | 0.79% | 29 |
|
|
2022
Q4 | $5.1M | Buy |
113,008
+8,415
| +8% | +$380K | 0.98% | 23 |
|
|
2022
Q3 | $4.43M | Buy |
104,593
+46,463
| +80% | +$1.97M | 0.96% | 23 |
|
|
2022
Q2 | $2.6M | Buy |
58,130
+25,600
| +79% | +$1.14M | 0.65% | 35 |
|
|
2022
Q1 | $1.75M | Buy |
+32,530
| New | +$1.75M | 0.43% | 45 |
|
|
2021
Q3 | $2.51M | Buy |
+24,090
| New | +$2.51M | 0.87% | 36 |
|
|
2021
Q1 | $2.45M | Buy |
25,465
+175
| +0.7% | +$16.8K | 0.85% | 30 |
|
|
2020
Q4 | $2.3M | Buy |
+25,290
| New | +$2.3M | 0.91% | 26 |
|