PWMG
Prestige 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.3K | Hold |
2,100
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $46.4K | Sell |
2,100
-840
| -29% | -$18.5K | 0.01% | 258 |
|
|
2024
Q4 | $68.2K | Buy |
2,940
+1,960
| +200% | +$45.4K | 0.01% | 230 |
|
|
2024
Q3 | $66.5K | Hold |
980
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $63.2K | Hold |
980
| – | – | 0.01% | 210 |
|
|
2024
Q1 | $60.8K | Sell |
980
-1,054
| -52% | -$65.4K | 0.01% | 239 |
|
|
2023
Q4 | $115K | Hold |
2,034
| – | – | 0.03% | 176 |
|
|
2023
Q3 | $103K | Sell |
2,034
-746
| -27% | -$37.7K | 0.03% | 180 |
|
|
2023
Q2 | $146K | Hold |
2,780
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $134K | Hold |
2,780
| – | – | 0.03% | 165 |
|
|
2022
Q4 | $126K | Hold |
2,780
| – | – | 0.03% | 169 |
|
|
2022
Q3 | $118K | Sell |
2,780
-242
| -8% | -$10.3K | 0.03% | 162 |
|
|
2022
Q2 | $135K | Hold |
3,022
| – | – | 0.04% | 156 |
|
|
2022
Q1 | $163K | Buy |
3,022
+1,154
| +62% | +$62.2K | 0.04% | 153 |
|
|
2021
Q4 | $213K | Sell |
1,868
-12
| -0.6% | -$1.37K | 0.05% | 136 |
|
|
2021
Q3 | $196K | Hold |
1,880
| – | – | 0.05% | 139 |
|
|
2021
Q2 | $195K | Hold |
1,880
| – | – | 0.05% | 131 |
|
|
2021
Q1 | $181K | Sell |
1,880
-5,892
| -76% | -$567K | 0.05% | 131 |
|
|
2020
Q4 | $707K | Sell |
7,772
-22,106
| -74% | -$2.01M | 0.19% | 57 |
|
|
2020
Q3 | $2.41M | Sell |
29,878
-30,338
| -50% | -$2.45M | 0.73% | 22 |
|
|
2020
Q2 | $4.46M | Buy |
60,216
+4,127
| +7% | +$306K | 1.57% | 14 |
|
|
2020
Q1 | $3.44M | Sell |
56,089
-2,047
| -4% | -$125K | 1.45% | 12 |
|
|
2019
Q4 | $4.47M | Sell |
58,136
-593
| -1% | -$45.6K | 2.44% | 6 |
|
|
2019
Q3 | $4.17M | Buy |
58,729
+7,841
| +15% | +$556K | 2.44% | 6 |
|
|
2019
Q2 | $3.57M | Buy |
50,888
+3,253
| +7% | +$228K | 2.16% | 7 |
|
|
2019
Q1 | $3.22M | Buy |
47,635
+2,004
| +4% | +$136K | 1.98% | 7 |
|
|
2018
Q4 | $2.72M | Buy |
+45,631
| New | +$2.72M | 2.01% | 10 |
|