WAG
Windsor Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-248,034
| Closed | -$5.75M | – | 77 |
|
|
2024
Q4 | $5.75M | Buy |
248,034
+214,631
| +643% | +$4.98M | 6.69% | 3 |
|
|
2024
Q3 | $2.27M | Buy |
+33,403
| New | +$2.27M | 2.56% | 6 |
|
|
2024
Q1 | – | Sell |
-23,220
| Closed | -$1.31M | – | 56 |
|
|
2023
Q4 | $1.31M | Buy |
+23,220
| New | +$1.31M | 3.9% | 9 |
|