WWM
Western Wealth 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 | $2.98M | Buy |
122,113
+264
| +0.2% | +$6.45K | 0.18% | 108 |
|
|
2025
Q1 | $2.69M | Sell |
121,849
-3,780
| -3% | -$83.5K | 0.18% | 116 |
|
|
2024
Q4 | $2.91M | Buy |
125,629
+40,265
| +47% | +$933K | 0.19% | 103 |
|
|
2024
Q3 | $5.79M | Buy |
85,364
+38,184
| +81% | +$2.59M | 0.33% | 59 |
|
|
2024
Q2 | $3.03M | Sell |
47,180
-1,400
| -3% | -$90K | 0.22% | 88 |
|
|
2024
Q1 | $3.01M | Sell |
48,580
-24,434
| -33% | -$1.52M | 0.23% | 86 |
|
|
2023
Q4 | $4.12M | Buy |
73,014
+8,329
| +13% | +$470K | 0.3% | 73 |
|
|
2023
Q3 | $3.27M | Buy |
64,685
+3,144
| +5% | +$159K | 0.28% | 76 |
|
|
2023
Q2 | $3.22M | Sell |
61,541
-2,192
| -3% | -$115K | 0.27% | 78 |
|
|
2023
Q1 | $3.08M | Buy |
63,733
+41
| +0.1% | +$1.98K | 0.29% | 79 |
|
|
2022
Q4 | $2.88M | Sell |
63,692
-43,205
| -40% | -$1.95M | 0.29% | 79 |
|
|
2022
Q3 | $4.59M | Buy |
106,897
+1,491
| +1% | +$64K | 0.26% | 85 |
|
|
2022
Q2 | $4.73M | Sell |
105,406
-407
| -0.4% | -$18.3K | 0.27% | 81 |
|
|
2022
Q1 | $5.7M | Buy |
105,813
+76,036
| +255% | +$4.09M | 0.28% | 77 |
|
|
2021
Q4 | $3.39M | Buy |
+29,777
| New | +$3.39M | 0.33% | 61 |
|
|
2021
Q2 | $2.86M | Buy |
27,508
+3,064
| +13% | +$318K | 0.29% | 75 |
|
|
2021
Q1 | $2.35M | Sell |
24,444
-103
| -0.4% | -$9.89K | 0.32% | 72 |
|
|
2020
Q4 | $2.23M | Sell |
24,547
-235
| -0.9% | -$21.4K | 0.33% | 71 |
|
|
2020
Q3 | $2M | Sell |
24,782
-1,015
| -4% | -$81.8K | 0.33% | 69 |
|
|
2020
Q2 | $1.91M | Sell |
25,797
-1,720
| -6% | -$128K | 0.35% | 61 |
|
|
2020
Q1 | $1.69M | Buy |
27,517
+689
| +3% | +$42.2K | 0.39% | 57 |
|
|
2019
Q4 | $2.06M | Sell |
26,828
-391
| -1% | -$30K | 0.31% | 73 |
|
|
2019
Q3 | $1.93M | Sell |
27,219
-615
| -2% | -$43.6K | 0.4% | 56 |
|
|
2019
Q2 | $1.95M | Sell |
27,834
-150
| -0.5% | -$10.5K | 0.26% | 82 |
|
|
2019
Q1 | $1.89M | Sell |
27,984
-270
| -1% | -$18.3K | 0.42% | 54 |
|
|
2018
Q4 | $1.69M | Buy |
+28,254
| New | +$1.69M | 0.45% | 45 |
|