SAI
Savvy Advisors Inc’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 | $9.9M | Buy |
404,893
+10,627
| +3% | +$260K | 0.66% | 31 |
|
|
2025
Q1 | $8.71M | Sell |
394,266
-1,504
| -0.4% | -$33.2K | 0.88% | 18 |
|
|
2024
Q4 | $9.17M | Buy |
395,770
+291,049
| +278% | +$6.75M | 1.1% | 18 |
|
|
2024
Q3 | $7.11M | Buy |
104,721
+31,629
| +43% | +$2.15M | 1.44% | 14 |
|
|
2024
Q2 | $4.7M | Buy |
73,092
+1,824
| +3% | +$117K | 1.53% | 13 |
|
|
2024
Q1 | $4.42M | Sell |
71,268
-2,396
| -3% | -$149K | 2.55% | 4 |
|
|
2023
Q4 | $4.15M | Buy |
+73,664
| New | +$4.15M | 4.03% | 3 |
|