RWPA
Richard W. Paul & Associates’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 | – | Sell |
-72
| Closed | -$1.6K | – | 356 |
|
|
2025
Q1 | $1.6K | Buy |
72
+37
| +106% | +$820 | ﹤0.01% | 302 |
|
|
2024
Q4 | $811 | Buy |
+35
| New | +$811 | ﹤0.01% | 476 |
|
|
2024
Q1 | – | Sell |
-43
| Closed | -$2.45K | – | 530 |
|
|
2023
Q4 | $2.45K | Sell |
43
-2
| -4% | -$114 | ﹤0.01% | 403 |
|
|
2023
Q3 | $2.29K | Buy |
45
+27
| +150% | +$1.37K | ﹤0.01% | 390 |
|
|
2023
Q2 | $933 | Sell |
18
-20
| -53% | -$1.04K | ﹤0.01% | 482 |
|
|
2023
Q1 | $1.83K | Sell |
38
-5
| -12% | -$240 | ﹤0.01% | 444 |
|
|
2022
Q4 | $1.92K | Buy |
+43
| New | +$1.92K | ﹤0.01% | 429 |
|