PWMG
Pioneer Wealth Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,203
| Closed | -$1.38M | – | 39 |
|
|
2023
Q3 | $1.38M | Sell |
27,203
-2,266
| -8% | -$115K | 1.05% | 20 |
|
|
2023
Q2 | $1.54M | Buy |
29,469
+902
| +3% | +$47.2K | 1.23% | 20 |
|
|
2023
Q1 | $1.38M | Buy |
28,567
+27
| +0.1% | +$1.31K | 1.23% | 17 |
|
|
2022
Q4 | $1.29M | Buy |
+28,540
| New | +$1.29M | 1.21% | 19 |
|