Watershed Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
32,335
-13
| -0% | -$318 | 0.29% | 56 |
|
|
2025
Q1 | $714K | Sell |
32,348
-1
| -0% | -$22 | 0.29% | 57 |
|
|
2024
Q4 | $750K | Buy |
32,349
+294
| +0.9% | +$6.82K | 0.29% | 56 |
|
|
2024
Q3 | $725K | Hold |
32,055
| – | – | 0.29% | 58 |
|
|
2024
Q2 | $687K | Hold |
32,055
| – | – | 0.29% | 61 |
|
|
2024
Q1 | $663K | Buy |
32,055
+4,845
| +18% | +$100K | 0.29% | 63 |
|
|
2023
Q4 | $512K | Sell |
27,210
-5,625
| -17% | -$106K | 0.28% | 64 |
|
|
2023
Q3 | $554K | Hold |
32,835
| – | – | 0.34% | 57 |
|
|
2023
Q2 | $573K | Hold |
32,835
| – | – | 0.35% | 54 |
|
|
2023
Q1 | $529K | Buy |
32,835
+11,697
| +55% | +$189K | 0.36% | 53 |
|
|
2022
Q4 | $318K | Buy |
+21,138
| New | +$318K | 0.24% | 64 |
|