Westmount Partners’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 | $2.57M | Buy |
105,341
+48
| +0% | +$1.17K | 0.71% | 29 |
|
|
2025
Q1 | $2.32M | Buy |
105,293
+73,919
| +236% | +$1.63M | 0.71% | 29 |
|
|
2024
Q4 | $727K | Buy |
31,374
+20,229
| +182% | +$469K | 0.22% | 88 |
|
|
2024
Q3 | $252K | Buy |
11,145
+1,782
| +19% | +$40.3K | 0.08% | 190 |
|
|
2024
Q2 | $201K | Sell |
9,363
-5,910
| -39% | -$127K | 0.07% | 208 |
|
|
2024
Q1 | $316K | Sell |
15,273
-5,694
| -27% | -$118K | 0.11% | 156 |
|
|
2023
Q4 | $394K | Buy |
20,967
+9
| +0% | +$169 | 0.16% | 127 |
|
|
2023
Q3 | $353K | Buy |
20,958
+9
| +0% | +$152 | 0.16% | 137 |
|
|
2023
Q2 | $366K | Sell |
20,949
-1,179
| -5% | -$20.6K | 0.16% | 130 |
|
|
2023
Q1 | $357K | Buy |
22,128
+15
| +0.1% | +$242 | 0.16% | 129 |
|
|
2022
Q4 | $333K | Buy |
+22,113
| New | +$333K | 0.17% | 127 |
|