SWA
SCHX icon

Serenus Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Serenus Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$877K Hold
44,687
– – 0.15% 28
2025
Q1 		$793K Sell
44,687
-54
-0.1% -$959 0.13% 26
2024
Q4 		$834K Buy
+44,741
New +$834K 0.14% 25