WAG
Winthrop 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
Q2 | $4.56M | Sell |
186,499
-2,135
| -1% | -$52.2K | 0.44% | 36 |
|
|
2025
Q1 | $4.17M | Sell |
188,634
-2,373
| -1% | -$52.4K | 0.5% | 27 |
|
|
2024
Q4 | $4.43M | Buy |
191,007
+126,891
| +198% | +$2.94M | 0.53% | 26 |
|
|
2024
Q3 | $4.35M | Sell |
64,116
-915
| -1% | -$62.1K | 0.54% | 25 |
|
|
2024
Q2 | $4.18M | Sell |
65,031
-848
| -1% | -$54.5K | 0.57% | 26 |
|
|
2024
Q1 | $4.09M | Sell |
65,879
-3,250
| -5% | -$202K | 0.59% | 24 |
|
|
2023
Q4 | $3.9M | Sell |
69,129
-633
| -0.9% | -$35.7K | 0.61% | 26 |
|
|
2023
Q3 | $3.53M | Sell |
69,762
-579
| -0.8% | -$29.3K | 0.58% | 25 |
|
|
2023
Q2 | $3.68M | Sell |
70,341
-1,864
| -3% | -$97.6K | 0.59% | 25 |
|
|
2023
Q1 | $3.49M | Buy |
72,205
+1,404
| +2% | +$67.9K | 0.62% | 24 |
|
|
2022
Q4 | $3.2M | Buy |
70,801
+16,537
| +30% | +$747K | 0.61% | 25 |
|
|
2022
Q3 | $2.3M | Buy |
+54,264
| New | +$2.3M | 0.49% | 25 |
|