Wagner Wealth Management (South Carolina)’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $262K | Buy |
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|
2025
Q3 | $256K | Sell |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $309K | Buy |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $182K | Buy |
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|
2022
Q4 | $154K | Buy |
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|
2022
Q3 | $140K | Buy |
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|
2022
Q2 | $146K | Sell |
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|
2022
Q1 | $352K | Buy |
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|
2021
Q4 | $185K | Buy |
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|
2021
Q3 | $180K | Buy |
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|
2021
Q2 | $168K | Buy |
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|
2021
Q1 | $147K | Buy |
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|
2020
Q4 | $139K | Buy |
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|
2018
Q3 | $154K | Buy |
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|
2018
Q2 | $143K | Hold |
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|
2018
Q1 | $139K | Buy |
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|
2017
Q4 | $115K | Buy |
|