PWS
Precision Wealth Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,215
| Closed | -$913K | – | 120 |
|
|
2024
Q2 | $913K | Buy |
14,215
+6,777
| +91% | +$435K | 0.94% | 24 |
|
|
2024
Q1 | $462K | Sell |
7,438
-39,355
| -84% | -$2.44M | 0.44% | 44 |
|
|
2023
Q4 | $2.64M | Sell |
46,793
-2,701
| -5% | -$152K | 2.56% | 6 |
|
|
2023
Q3 | $2.5M | Buy |
+49,494
| New | +$2.5M | 2.72% | 9 |
|
|
2021
Q3 | – | Sell |
-27,661
| Closed | -$2.88M | – | 134 |
|
|
2021
Q2 | $2.88M | Buy |
+27,661
| New | +$2.88M | 2.47% | 7 |
|