Watershed Private Wealth’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
Q3 | $874K | Buy |
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|
2025
Q2 | $790K | Sell |
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|
2025
Q1 | $714K | Sell |
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|
2024
Q4 | $750K | Buy |
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|
2024
Q3 | $725K | Hold |
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|
2024
Q2 | $687K | Hold |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $554K | Hold |
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|
2023
Q2 | $573K | Hold |
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|
2023
Q1 | $529K | Buy |
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|
2022
Q4 | $318K | Buy |
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