USWG
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U.S. Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

U.S. Wealth Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.48M Buy
224,267
+2,528
+1% +$61.8K 4.27% 7
2025
Q1 		$4.9M Sell
221,739
-4,273
-2% -$94.3K 3.88% 7
2024
Q4 		$5.24M Buy
+226,012
New +$5.24M 3.96% 7