WCM
Wealthcare Capital Management’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 | $1.12M | Sell |
45,798
-3,567
| -7% | -$87.2K | 0.12% | 32 |
|
|
2025
Q1 | $1.09M | Hold |
49,365
| – | – | 0.11% | 35 |
|
|
2024
Q4 | $1.14M | Buy |
49,365
+32,598
| +194% | +$756K | 0.12% | 32 |
|
|
2024
Q3 | $1.14M | Sell |
16,767
-14,195
| -46% | -$963K | 0.11% | 34 |
|
|
2024
Q2 | $1.99M | Sell |
30,962
-1,901
| -6% | -$122K | 0.21% | 23 |
|
|
2024
Q1 | $2.04M | Sell |
32,863
-28,745
| -47% | -$1.78M | 0.23% | 20 |
|
|
2023
Q4 | $3.47M | Sell |
61,608
-16,802
| -21% | -$948K | 0.4% | 15 |
|
|
2023
Q3 | $3.97M | Buy |
78,410
+40,189
| +105% | +$2.03M | 0.49% | 11 |
|
|
2023
Q2 | $2M | Buy |
38,221
+6,074
| +19% | +$318K | 0.23% | 17 |
|
|
2023
Q1 | $1.55M | Sell |
32,147
-2,845
| -8% | -$138K | 0.19% | 17 |
|
|
2022
Q4 | $1.58M | Sell |
34,992
-4,946
| -12% | -$223K | 0.2% | 18 |
|
|
2022
Q3 | $1.69M | Sell |
39,938
-5,123
| -11% | -$217K | 0.21% | 17 |
|
|
2022
Q2 | $2.01M | Buy |
45,061
+2,131
| +5% | +$95.2K | 0.22% | 15 |
|
|
2022
Q1 | $2.31M | Buy |
42,930
+21,982
| +105% | +$1.18M | 0.22% | 18 |
|
|
2021
Q4 | $2.38M | Sell |
20,948
-3,676
| -15% | -$418K | 0.22% | 18 |
|
|
2021
Q3 | $2.56M | Buy |
24,624
+842
| +4% | +$87.6K | 0.25% | 17 |
|
|
2021
Q2 | $2.47M | Sell |
23,782
-1,086
| -4% | -$113K | 0.24% | 17 |
|
|
2021
Q1 | $2.39M | Sell |
24,868
-583
| -2% | -$56K | 0.24% | 17 |
|
|
2020
Q4 | $2.32M | Sell |
25,451
-3,318
| -12% | -$302K | 0.24% | 17 |
|
|
2020
Q3 | $2.32M | Buy |
28,769
+4,137
| +17% | +$334K | 0.26% | 17 |
|
|
2020
Q2 | $1.83M | Sell |
24,632
-5,744
| -19% | -$426K | 0.22% | 17 |
|
|
2020
Q1 | $1.86M | Buy |
30,376
+3,242
| +12% | +$199K | 0.25% | 15 |
|
|
2019
Q4 | $2.08M | Hold |
27,134
| – | – | 0.25% | 16 |
|
|
2019
Q3 | $1.93M | Buy |
27,134
+8,369
| +45% | +$594K | 0.24% | 16 |
|
|
2019
Q2 | $1.32M | Buy |
18,765
+2,028
| +12% | +$142K | 0.18% | 20 |
|
|
2019
Q1 | $1.13M | Buy |
16,737
+53
| +0.3% | +$3.59K | 0.16% | 22 |
|
|
2018
Q4 | $996K | Hold |
16,684
| – | – | 0.15% | 23 |
|
|
2018
Q3 | $1.16M | Hold |
16,684
| – | – | 0.14% | 17 |
|
|
2018
Q2 | $1.08M | Hold |
16,684
| – | – | 0.12% | 17 |
|
|
2018
Q1 | $1.05M | Sell |
16,684
-5,411
| -24% | -$341K | 0.12% | 17 |
|
|
2017
Q4 | $1.41M | Hold |
22,095
| – | – | 0.16% | 14 |
|
|
2017
Q3 | $1.33M | Hold |
22,095
| – | – | 0.15% | 15 |
|
|
2017
Q2 | $1.28M | Sell |
22,095
-1,413
| -6% | -$81.6K | 0.15% | 16 |
|
|
2017
Q1 | $1.32M | Buy |
23,508
+694
| +3% | +$39.1K | 0.15% | 15 |
|
|
2016
Q4 | $1.22M | Hold |
22,814
| – | – | 0.14% | 15 |
|
|
2016
Q3 | $1.18M | Hold |
22,814
| – | – | 0.13% | 13 |
|
|
2016
Q2 | $1.14M | Hold |
22,814
| – | – | 0.13% | 13 |
|
|
2016
Q1 | $1.11M | Buy |
22,814
+1,381
| +6% | +$67.4K | 0.13% | 14 |
|
|
2015
Q4 | $1.04M | Buy |
21,433
+12,996
| +154% | +$631K | 0.13% | 17 |
|
|
2015
Q3 | $386K | Buy |
8,437
+236
| +3% | +$10.8K | 0.05% | 29 |
|
|
2015
Q2 | $404K | Hold |
8,201
| – | – | 0.05% | 29 |
|
|
2015
Q1 | $407K | Hold |
8,201
| – | – | 0.05% | 59 |
|
|
2014
Q4 | $402K | Sell |
8,201
-1,548
| -16% | -$75.9K | 0.06% | 26 |
|
|
2014
Q3 | $458K | Hold |
9,749
| – | – | 0.07% | 23 |
|
|
2014
Q2 | $457K | Hold |
9,749
| – | – | 0.07% | 23 |
|
|
2014
Q1 | $436K | Buy |
+9,749
| New | +$436K | 0.07% | 23 |
|