SWM
Seaside 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 | $387K | Hold |
15,852
| – | – | 0.12% | 46 |
|
|
2025
Q1 | $350K | Hold |
15,852
| – | – | 0.12% | 41 |
|
|
2024
Q4 | $367K | Buy |
15,852
+10,568
| +200% | +$245K | 0.13% | 41 |
|
|
2024
Q3 | $359K | Hold |
5,284
| – | – | 0.14% | 41 |
|
|
2024
Q2 | $339K | Hold |
5,284
| – | – | 0.14% | 43 |
|
|
2024
Q1 | $328K | Hold |
5,284
| – | – | 0.14% | 38 |
|
|
2023
Q4 | $298K | Hold |
5,284
| – | – | 0.14% | 39 |
|
|
2023
Q3 | $267K | Hold |
5,284
| – | – | 0.14% | 39 |
|
|
2023
Q2 | $277K | Hold |
5,284
| – | – | 0.14% | 38 |
|
|
2023
Q1 | $256K | Hold |
5,284
| – | – | 0.16% | 41 |
|
|
2022
Q4 | $239K | Hold |
5,284
| – | – | 0.16% | 41 |
|
|
2022
Q3 | $241K | Hold |
5,284
| – | – | 0.17% | 41 |
|
|
2022
Q2 | $257K | Buy |
+5,284
| New | +$257K | 0.19% | 40 |
|