RSWM
Robertson Stephens 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 | $1.15M | Buy |
47,208
+4
| +0% | +$98 | 0.04% | 249 |
|
|
2025
Q1 | $1.04M | Buy |
47,204
+1,459
| +3% | +$32.2K | 0.04% | 258 |
|
|
2024
Q4 | $1.06M | Buy |
+45,745
| New | +$1.06M | 0.04% | 253 |
|
|
2023
Q2 | – | Sell |
-5,229
| Closed | -$253K | – | 452 |
|
|
2023
Q1 | $253K | Buy |
+5,229
| New | +$253K | 0.02% | 390 |
|
|
2022
Q4 | – | Sell |
-5,608
| Closed | -$237K | – | 430 |
|
|
2022
Q3 | $237K | Sell |
5,608
-7,689
| -58% | -$325K | 0.02% | 315 |
|
|
2022
Q2 | $593K | Buy |
13,297
+7,958
| +149% | +$355K | 0.06% | 219 |
|
|
2022
Q1 | $287K | Buy |
5,339
+2,508
| +89% | +$135K | 0.02% | 319 |
|
|
2021
Q4 | $322K | Buy |
2,831
+711
| +34% | +$80.9K | 0.03% | 308 |
|
|
2021
Q3 | $220K | Sell |
2,120
-145
| -6% | -$15K | 0.02% | 292 |
|
|
2021
Q2 | $235K | Sell |
2,265
-112
| -5% | -$11.6K | 0.03% | 301 |
|
|
2021
Q1 | $228K | Sell |
2,377
-550
| -19% | -$52.8K | 0.04% | 268 |
|
|
2020
Q4 | $266K | Sell |
2,927
-247
| -8% | -$22.4K | 0.06% | 206 |
|
|
2020
Q3 | $255K | Buy |
+3,174
| New | +$255K | 0.06% | 191 |
|