WAG
Wiser Advisor 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 | $1.75M | Buy |
71,603
+7,809
| +12% | +$191K | 3.04% | 13 |
|
|
2025
Q1 | $1.41M | Sell |
63,794
-5,079
| -7% | -$112K | 2.08% | 18 |
|
|
2024
Q4 | $1.6M | Buy |
68,873
+46,362
| +206% | +$1.07M | 2.32% | 16 |
|
|
2024
Q3 | $1.53M | Buy |
22,511
+284
| +1% | +$19.3K | 2.28% | 14 |
|
|
2024
Q2 | $1.43M | Sell |
22,227
-18
| -0.1% | -$1.16K | 2.25% | 14 |
|
|
2024
Q1 | $1.38M | Sell |
22,245
-93
| -0.4% | -$5.78K | 2.16% | 15 |
|
|
2023
Q4 | $1.26M | Buy |
+22,338
| New | +$1.26M | 2.1% | 15 |
|