RWA Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Buy |
142,148
+86
| +0.1% | +$2.1K | 0.04% | 194 |
|
|
2025
Q1 | $3.14M | Sell |
142,062
-23,608
| -14% | -$521K | 0.04% | 194 |
|
|
2024
Q4 | $3.84M | Sell |
165,670
-3,308
| -2% | -$76.7K | 0.05% | 174 |
|
|
2024
Q3 | $3.82M | Buy |
168,978
+33
| +0% | +$746 | 0.05% | 177 |
|
|
2024
Q2 | $3.62M | Sell |
168,945
-11,592
| -6% | -$248K | 0.05% | 173 |
|
|
2024
Q1 | $3.73M | Sell |
180,537
-126
| -0.1% | -$2.61K | 0.05% | 169 |
|
|
2023
Q4 | $3.4M | Buy |
180,663
+15,942
| +10% | +$300K | 0.05% | 168 |
|
|
2023
Q3 | $2.78M | Sell |
164,721
-5,358
| -3% | -$90.4K | 0.06% | 113 |
|
|
2023
Q2 | $2.97M | Buy |
+170,079
| New | +$2.97M | 0.07% | 104 |
|
|
2018
Q4 | – | Sell |
-35,958
| Closed | -$417K | – | 242 |
|
|
2018
Q3 | $417K | Buy |
+35,958
| New | +$417K | 0.05% | 159 |
|