PWA
Physician 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 | $549K | Hold |
22,482
| – | – | 0.09% | 92 |
|
|
2025
Q1 | $496K | Hold |
22,482
| – | – | 0.09% | 93 |
|
|
2024
Q4 | $521K | Hold |
22,482
| – | – | 0.09% | 94 |
|
|
2024
Q3 | $515K | Buy |
22,482
+18,320
| +440% | +$419K | 0.09% | 93 |
|
|
2024
Q2 | $278K | Sell |
4,162
-6,586
| -61% | -$440K | 0.05% | 133 |
|
|
2024
Q1 | $641K | Sell |
10,748
-720
| -6% | -$42.9K | 0.13% | 80 |
|
|
2023
Q4 | $658K | Buy |
11,468
+30
| +0.3% | +$1.72K | 0.15% | 75 |
|
|
2023
Q3 | $585K | Hold |
11,438
| – | – | 0.15% | 72 |
|
|
2023
Q2 | $600K | Buy |
11,438
+31
| +0.3% | +$1.63K | 0.15% | 70 |
|
|
2023
Q1 | $557K | Buy |
11,407
+20
| +0.2% | +$977 | 0.15% | 70 |
|
|
2022
Q4 | $539K | Sell |
11,387
-31
| -0.3% | -$1.47K | 0.15% | 71 |
|
|
2022
Q3 | $511K | Buy |
11,418
+171
| +2% | +$7.65K | 0.16% | 70 |
|
|
2022
Q2 | $547K | Buy |
11,247
+145
| +1% | +$7.05K | 0.16% | 69 |
|
|
2022
Q1 | $566K | Buy |
11,102
+5,295
| +91% | +$270K | 0.15% | 76 |
|
|
2021
Q4 | $647K | Sell |
5,807
-62
| -1% | -$6.91K | 0.17% | 74 |
|
|
2021
Q3 | $635K | Sell |
5,869
-374
| -6% | -$40.5K | 0.17% | 71 |
|
|
2021
Q2 | $660K | Sell |
6,243
-6,088
| -49% | -$644K | 0.19% | 66 |
|
|
2021
Q1 | $1.22M | Sell |
12,331
-4,136
| -25% | -$408K | 0.4% | 42 |
|
|
2020
Q4 | $1.57M | Sell |
16,467
-450
| -3% | -$43K | 0.54% | 37 |
|
|
2020
Q3 | $1.35M | Sell |
16,917
-57
| -0.3% | -$4.54K | 0.54% | 35 |
|
|
2020
Q2 | $1.37M | Sell |
16,974
-188
| -1% | -$15.2K | 0.55% | 34 |
|
|
2020
Q1 | $1.14M | Sell |
17,162
-8,955
| -34% | -$595K | 0.57% | 35 |
|
|
2019
Q4 | $2.05M | Buy |
26,117
+14
| +0.1% | +$1.1K | 0.91% | 25 |
|
|
2019
Q3 | $1.96M | Buy |
+26,103
| New | +$1.96M | 0.96% | 25 |
|