WFS
Walker Financial Services’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 | $934K | Sell |
38,200
-2,610
| -6% | -$63.8K | 0.42% | 20 |
|
|
2025
Q1 | $901K | Sell |
40,810
-827
| -2% | -$18.3K | 0.47% | 14 |
|
|
2024
Q4 | $965K | Buy |
41,637
+27,719
| +199% | +$643K | 0.56% | 14 |
|
|
2024
Q3 | $944K | Buy |
13,918
+159
| +1% | +$10.8K | 0.64% | 14 |
|
|
2024
Q2 | $884K | Sell |
13,759
-476
| -3% | -$30.6K | 0.69% | 14 |
|
|
2024
Q1 | $883K | Sell |
14,235
-186
| -1% | -$11.5K | 0.73% | 15 |
|
|
2023
Q4 | $813K | Sell |
14,421
-12
| -0.1% | -$677 | 0.84% | 13 |
|
|
2023
Q3 | $730K | Sell |
14,433
-518
| -3% | -$26.2K | 0.71% | 13 |
|
|
2023
Q2 | $783K | Sell |
14,951
-27
| -0.2% | -$1.41K | 0.77% | 13 |
|
|
2023
Q1 | $725K | Hold |
14,978
| – | – | 0.75% | 14 |
|
|
2022
Q4 | $725K | Sell |
14,978
-824
| -5% | -$39.9K | 0.75% | 14 |
|
|
2022
Q3 | $669K | Sell |
15,802
-476
| -3% | -$20.2K | 0.63% | 15 |
|
|
2022
Q2 | $727K | Sell |
16,278
-658
| -4% | -$29.4K | 0.71% | 17 |
|
|
2022
Q1 | $912K | Buy |
+16,936
| New | +$912K | 0.84% | 16 |
|