TWA
Trellis Wealth Advisors’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 | $834K | Hold |
34,128
| – | – | 0.36% | 23 |
|
|
2025
Q1 | $754K | Hold |
34,128
| – | – | 0.37% | 22 |
|
|
2024
Q4 | $791K | Buy |
34,128
+22,752
| +200% | +$527K | 0.4% | 19 |
|
|
2024
Q3 | $772K | Hold |
11,376
| – | – | 0.39% | 19 |
|
|
2024
Q2 | $731K | Hold |
11,376
| – | – | 0.4% | 18 |
|
|
2024
Q1 | $706K | Hold |
11,376
| – | – | 0.4% | 17 |
|
|
2023
Q4 | $642K | Hold |
11,376
| – | – | 0.35% | 24 |
|
|
2023
Q3 | $576K | Hold |
11,376
| – | – | 0.36% | 22 |
|
|
2023
Q2 | $596K | Hold |
11,376
| – | – | 0.4% | 20 |
|
|
2023
Q1 | $550K | Hold |
11,376
| – | – | 0.4% | 19 |
|
|
2022
Q4 | $514K | Buy |
+11,376
| New | +$514K | 0.44% | 18 |
|