WCFA
Walkner Condon Financial 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 | $8.21M | Buy |
336,281
+22,828
| +7% | +$557K | 1.51% | 16 |
|
|
2025
Q1 | $6.92M | Buy |
313,453
+4,195
| +1% | +$92.6K | 1.4% | 16 |
|
|
2024
Q4 | $7.17M | Buy |
309,258
+202,912
| +191% | +$4.7M | 1.46% | 15 |
|
|
2024
Q3 | $7.21M | Sell |
106,346
-3,410
| -3% | -$231K | 1.47% | 14 |
|
|
2024
Q2 | $7.01M | Buy |
109,756
+4,806
| +5% | +$307K | 1.51% | 14 |
|
|
2024
Q1 | $6.51M | Buy |
104,950
+7,227
| +7% | +$448K | 1.38% | 16 |
|
|
2023
Q4 | $5.51M | Buy |
97,723
+1,134
| +1% | +$64K | 1.26% | 20 |
|
|
2023
Q3 | $4.89M | Buy |
96,589
+20,364
| +27% | +$1.03M | 1.3% | 20 |
|
|
2023
Q2 | $3.99M | Buy |
76,225
+6,570
| +9% | +$344K | 1.06% | 27 |
|
|
2023
Q1 | $3.37M | Buy |
69,655
+2,464
| +4% | +$119K | 0.94% | 27 |
|
|
2022
Q4 | $3.03M | Buy |
67,191
+16,900
| +34% | +$763K | 0.91% | 28 |
|
|
2022
Q3 | $2.13M | Buy |
50,291
+10,403
| +26% | +$441K | 0.69% | 34 |
|
|
2022
Q2 | $1.78M | Buy |
39,888
+1,982
| +5% | +$88.5K | 0.56% | 43 |
|
|
2022
Q1 | $2.04M | Buy |
37,906
+13,699
| +57% | +$738K | 0.58% | 42 |
|
|
2021
Q4 | $2.76M | Sell |
24,207
-847
| -3% | -$96.4K | 1.79% | 17 |
|
|
2021
Q3 | $2.61M | Buy |
25,054
+3,216
| +15% | +$335K | 1.28% | 22 |
|
|
2021
Q2 | $2.27M | Buy |
21,838
+8,972
| +70% | +$934K | 0.83% | 32 |
|
|
2021
Q1 | $1.24M | Sell |
12,866
-657
| -5% | -$63.1K | 0.48% | 52 |
|
|
2020
Q4 | $1.23M | Buy |
13,523
+300
| +2% | +$27.3K | 0.53% | 43 |
|
|
2020
Q3 | $1.07M | Buy |
+13,223
| New | +$1.07M | 0.57% | 42 |
|