SWM
Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $204K | Buy |
8,808
+5,872
| +200% | +$136K | 0.04% | 161 |
|
|
2024
Q3 | $199K | Hold |
2,936
| – | – | 0.04% | 166 |
|
|
2024
Q2 | $189K | Hold |
2,936
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $182K | Hold |
2,936
| – | – | 0.04% | 162 |
|
|
2023
Q4 | $166K | Hold |
2,936
| – | – | 0.04% | 171 |
|
|
2023
Q3 | $149K | Hold |
2,936
| – | – | 0.04% | 171 |
|
|
2023
Q2 | $154K | Hold |
2,936
| – | – | 0.04% | 166 |
|
|
2023
Q1 | $142K | Hold |
2,936
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $133K | Hold |
2,936
| – | – | 0.03% | 168 |
|
|
2022
Q3 | $125K | Hold |
2,936
| – | – | 0.03% | 177 |
|
|
2022
Q2 | $131K | Hold |
2,936
| – | – | 0.03% | 160 |
|
|
2022
Q1 | $158K | Buy |
2,936
+1,468
| +100% | +$79K | 0.04% | 147 |
|
|
2021
Q4 | $167K | Hold |
1,468
| – | – | 0.04% | 143 |
|
|
2021
Q3 | $153K | Hold |
1,468
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $153K | Buy |
1,468
+887
| +153% | +$92.4K | 0.04% | 146 |
|
|
2021
Q1 | $141 | Sell |
581
-887
| -60% | -$215 | 0.04% | 148 |
|
|
2020
Q4 | $134K | Hold |
1,468
| – | – | 0.04% | 147 |
|
|
2020
Q3 | $118K | Hold |
1,468
| – | – | 0.04% | 145 |
|
|
2020
Q2 | $109K | Hold |
1,468
| – | – | 0.04% | 154 |
|
|
2020
Q1 | $90K | Hold |
1,468
| – | – | 0.04% | 163 |
|
|
2019
Q4 | $113K | Buy |
+1,468
| New | +$113K | 0.05% | 164 |
|