WP
WMS Partners’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 |
-74,766
| Closed | -$1.73M | – | 223 |
|
|
2024
Q4 | $1.73M | Buy |
74,766
+49,844
| +200% | +$1.16M | 0.1% | 84 |
|
|
2024
Q3 | $1.69M | Buy |
24,922
+20,418
| +453% | +$1.39M | 0.09% | 86 |
|
|
2024
Q2 | $289K | Buy |
+4,504
| New | +$289K | 0.02% | 203 |
|
|
2019
Q2 | – | Sell |
-6,648
| Closed | -$449K | – | 222 |
|
|
2019
Q1 | $449K | Buy |
+6,648
| New | +$449K | 0.11% | 113 |
|
|
2016
Q1 | – | Sell |
-14,439
| Closed | -$701K | – | 206 |
|
|
2015
Q4 | $701K | Buy |
+14,439
| New | +$701K | 0.1% | 99 |
|