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Western Pacific Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Western Pacific Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-180
Closed -$3.72K – 283
2024
Q1 		$3.72K Buy
+180
New +$3.54K ﹤0.01% 222

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Western Pacific Wealth Management's SCHX Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 180 shares — an estimated $3.72K sold.

Western Pacific Wealth Management first reported a position in SCHX in Q1 2024 and held it in 1 quarter. The position peaked at $3.72K in Q1 2024. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 180 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $3.72K.
  • Western Pacific Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Schwab US Large- Cap ETF position peaked at $3.72K in Q1 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.