MSWM
McGlone Suttner 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 | $50.6M | Buy |
2,070,029
+52,012
| +3% | +$1.27M | 7.64% | 3 |
|
|
2025
Q1 | $44.6M | Buy |
2,018,017
+14,209
| +0.7% | +$314K | 7.31% | 3 |
|
|
2024
Q4 | $46.4M | Buy |
2,003,808
+1,499,584
| +297% | +$34.8M | 7.75% | 3 |
|
|
2024
Q3 | $34.2M | Sell |
504,224
-142,896
| -22% | -$9.7M | 7.11% | 3 |
|
|
2024
Q2 | $36.5M | Buy |
647,120
+2,533
| +0.4% | +$143K | 7.5% | 3 |
|
|
2024
Q1 | $40M | Sell |
644,587
-2,533
| -0.4% | -$157K | 7.5% | 3 |
|
|
2023
Q4 | $36.5M | Buy |
647,120
+4,242
| +0.7% | +$239K | 7.21% | 3 |
|
|
2023
Q3 | $32.5M | Buy |
642,878
+26,131
| +4% | +$1.32M | 7.54% | 3 |
|
|
2023
Q2 | $32.3M | Buy |
616,747
+44,435
| +8% | +$2.33M | 7.37% | 3 |
|
|
2023
Q1 | $27.7M | Buy |
572,312
+102,380
| +22% | +$4.95M | 7.12% | 3 |
|
|
2022
Q4 | $21.2M | Buy |
+469,932
| New | +$21.2M | 6.73% | 3 |
|