VWM
SCHX icon

Vector 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
2016
Q4
$543K Sell
10,202
-202
-2% -$10.8K 0.38% 36
2016
Q3
$537K Buy
10,404
+2
+0% +$103 0.37% 38
2016
Q2
$518K Buy
10,402
+4,077
+64% +$203K 0.35% 39
2016
Q1
$309K Buy
+6,325
New +$309K 0.23% 56