Westmount Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Westmount Partners’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
2026 Q2	$3.1M	Hold	105,342	–	–	0.68%	29
2026 Q1	$2.7M	Hold	105,342	–	–	0.66%	31
2025 Q4	$2.83M	Buy	105,342 +1	+0%	+$27	0.71%	28
2025 Q3	$2.79M	Hold	105,341	–	–	0.72%	29
2025 Q2	$2.57M	Buy	105,341 +48	+0%	+$1.08K	0.71%	29
2025 Q1	$2.32M	Buy	105,293 +73,919	+236%	+$1.72M	0.71%	29
2024 Q4	$727K	Buy	31,374 +20,229	+182%	+$471K	0.22%	88
2024 Q3	$252K	Buy	11,145 +1,782	+19%	+$38.8K	0.08%	190
2024 Q2	$201K	Sell	9,363 -5,910	-39%	-$122K	0.07%	208
2024 Q1	$316K	Sell	15,273 -5,694	-27%	-$112K	0.11%	156
2023 Q4	$394K	Buy	20,967 +9	+0%	+$158	0.16%	127
2023 Q3	$353K	Buy	20,958 +9	+0%	+$158	0.16%	137
2023 Q2	$366K	Sell	20,949 -1,179	-5%	-$19.5K	0.16%	130
2023 Q1	$357K	Buy	22,128 +15	+0.1%	+$236	0.16%	129
2022 Q4	$333K	Buy	+22,113	New	+$335K	0.17%	127

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Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return