SAW
Signal Advisors Wealth’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 | $443K | Sell |
18,126
-1,966
| -10% | -$48K | 0.03% | 313 |
|
|
2025
Q1 | $444K | Buy |
20,092
+7,148
| +55% | +$158K | 0.04% | 296 |
|
|
2024
Q4 | $300K | Buy |
+12,944
| New | +$300K | 0.03% | 355 |
|
|
2024
Q1 | – | Sell |
-6,042
| Closed | -$341K | – | 298 |
|
|
2023
Q4 | $341K | Buy |
+6,042
| New | +$341K | 0.12% | 159 |
|