RLWM
RF&L 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 | $486K | Buy |
19,886
+2,450
| +14% | +$59.9K | 0.31% | 44 |
|
|
2025
Q1 | $385K | Buy |
17,436
+6
| +0% | +$132 | 0.28% | 45 |
|
|
2024
Q4 | $404K | Buy |
17,430
+11,620
| +200% | +$269K | 0.29% | 44 |
|
|
2024
Q3 | $394K | Hold |
5,810
| – | – | 0.28% | 46 |
|
|
2024
Q2 | $373K | Hold |
5,810
| – | – | 0.28% | 44 |
|
|
2024
Q1 | $361K | Hold |
5,810
| – | – | 0.28% | 45 |
|
|
2023
Q4 | $328K | Hold |
5,810
| – | – | 0.27% | 46 |
|
|
2023
Q3 | $294K | Hold |
5,810
| – | – | 0.27% | 48 |
|
|
2023
Q2 | $304K | Hold |
5,810
| – | – | 0.28% | 47 |
|
|
2023
Q1 | $281K | Buy |
5,810
+50
| +0.9% | +$2.42K | 0.27% | 47 |
|
|
2022
Q4 | $260K | Buy |
+5,760
| New | +$260K | 0.27% | 45 |
|