SWM
Segment 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 | $239K | Buy |
9,789
+183
| +2% | +$4.47K | 0.02% | 269 |
|
|
2025
Q1 | $212K | Hold |
9,606
| – | – | 0.01% | 271 |
|
|
2024
Q4 | $223K | Buy |
9,606
+6,410
| +201% | +$149K | 0.02% | 250 |
|
|
2024
Q3 | $217K | Buy |
3,196
+4
| +0.1% | +$271 | 0.01% | 255 |
|
|
2024
Q2 | $205K | Buy |
+3,192
| New | +$205K | 0.02% | 253 |
|