NRW
Nova R Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,420
| Closed | -$2.54M | – | 88 |
|
|
2024
Q3 | $2.54M | Sell |
37,420
-3,830
| -9% | -$260K | 1.25% | 17 |
|
|
2024
Q2 | $2.65M | Sell |
41,250
-43,781
| -51% | -$2.81M | 1.37% | 18 |
|
|
2024
Q1 | $5.28M | Buy |
+85,031
| New | +$5.28M | 2.76% | 12 |
|