Wolff Wiese Magana’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
$1.54K Buy
+63
New +$1.54K ﹤0.01% 769
2024
Q1
Sell
-126
Closed -$2.37K 745
2023
Q4
$2.37K Hold
126
﹤0.01% 460
2023
Q3
$2.13K Sell
126
-126
-50% -$2.13K ﹤0.01% 539
2023
Q2
$4.4K Buy
+252
New +$4.4K ﹤0.01% 458