SVWAG
Sound View Wealth Advisors Group’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 | $23.4M | Buy |
957,527
+1,367
| +0.1% | +$33.4K | 1.73% | 10 |
|
|
2025
Q1 | $21.1M | Sell |
956,160
-19,918
| -2% | -$440K | 1.73% | 10 |
|
|
2024
Q4 | $22.6M | Buy |
976,078
+642,074
| +192% | +$14.9M | 1.82% | 9 |
|
|
2024
Q3 | $22.7M | Buy |
334,004
+21,067
| +7% | +$1.43M | 1.85% | 10 |
|
|
2024
Q2 | $20.1M | Sell |
312,937
-9,208
| -3% | -$592K | 2.07% | 8 |
|
|
2024
Q1 | $20M | Sell |
322,145
-5,235
| -2% | -$325K | 2.13% | 6 |
|
|
2023
Q4 | $18.5M | Buy |
327,380
+14,621
| +5% | +$825K | 2.04% | 6 |
|
|
2023
Q3 | $15.8M | Sell |
312,759
-8,012
| -2% | -$405K | 1.97% | 7 |
|
|
2023
Q2 | $16.8M | Buy |
320,771
+6,717
| +2% | +$352K | 2.2% | 6 |
|
|
2023
Q1 | $15.2M | Sell |
314,054
-13,326
| -4% | -$645K | 2.08% | 7 |
|
|
2022
Q4 | $18.5M | Buy |
327,380
+132,546
| +68% | +$7.48M | 2.04% | 6 |
|
|
2022
Q3 | $8.25M | Buy |
194,834
+5,402
| +3% | +$229K | 1.85% | 10 |
|
|
2022
Q2 | $8.46M | Buy |
189,432
+5,837
| +3% | +$261K | 1.77% | 9 |
|
|
2022
Q1 | $9.89M | Buy |
183,595
+93,421
| +104% | +$5.03M | 1.88% | 8 |
|
|
2021
Q4 | $10.3M | Buy |
90,174
+2,472
| +3% | +$281K | 1.94% | 9 |
|
|
2021
Q3 | $9.12M | Buy |
87,702
+194
| +0.2% | +$20.2K | 1.91% | 9 |
|
|
2021
Q2 | $9.1M | Buy |
87,508
+6,617
| +8% | +$688K | 1.91% | 7 |
|
|
2021
Q1 | $7.77M | Buy |
80,891
+7,177
| +10% | +$689K | 1.81% | 10 |
|
|
2020
Q4 | $6.7M | Buy |
73,714
+3,880
| +6% | +$353K | 1.64% | 14 |
|
|
2020
Q3 | $5.63M | Buy |
69,834
+2,491
| +4% | +$201K | 1.48% | 14 |
|
|
2020
Q2 | $4.99M | Buy |
67,343
+13,260
| +25% | +$983K | 1.41% | 16 |
|
|
2020
Q1 | $3.31M | Buy |
54,083
+6,770
| +14% | +$415K | 1.14% | 27 |
|
|
2019
Q4 | $3.63M | Buy |
47,313
+10,777
| +29% | +$828K | 1.03% | 31 |
|
|
2019
Q3 | $2.59M | Buy |
36,536
+12,051
| +49% | +$855K | 0.77% | 40 |
|
|
2019
Q2 | $1.72M | Buy |
+24,485
| New | +$1.72M | 0.51% | 62 |
|