RWM
Revisor Wealth Management’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 | $821K | Buy |
33,113
+5,375
| +19% | +$133K | 0.3% | 76 |
|
|
2025
Q1 | $612K | Buy |
+27,738
| New | +$612K | 0.27% | 73 |
|
|
2024
Q4 | – | Sell |
-5,621
| Closed | -$381K | – | 167 |
|
|
2024
Q3 | $381K | Buy |
5,621
+438
| +8% | +$29.7K | 0.24% | 102 |
|
|
2024
Q2 | $333K | Sell |
5,183
-903
| -15% | -$58K | 0.23% | 100 |
|
|
2024
Q1 | $366K | Buy |
+6,086
| New | +$366K | 0.17% | 145 |
|