SPW
Sonoma Private 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 | $401K | Hold |
16,392
| – | – | 0.49% | 50 |
|
|
2025
Q1 | $362K | Hold |
16,392
| – | – | 0.5% | 51 |
|
|
2024
Q4 | $380K | Buy |
16,392
+10,928
| +200% | +$253K | 0.61% | 54 |
|
|
2024
Q3 | $371K | Buy |
5,464
+500
| +10% | +$33.9K | 0.58% | 62 |
|
|
2024
Q2 | $319K | Sell |
4,964
-6,770
| -58% | -$435K | 0.52% | 65 |
|
|
2024
Q1 | $728K | Buy |
11,734
+296
| +3% | +$18.4K | 1.17% | 28 |
|
|
2023
Q4 | $645K | Buy |
+11,438
| New | +$645K | 1.07% | 31 |
|