WF
WoodTrust Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,200
| Closed | -$463K | – | 190 |
|
|
2024
Q2 | $463K | Buy |
+7,200
| New | +$463K | 0.07% | 118 |
|
|
2024
Q1 | – | Sell |
-11,760
| Closed | -$663K | – | 180 |
|
|
2023
Q4 | $663K | Buy |
11,760
+4,560
| +63% | +$257K | 0.11% | 95 |
|
|
2023
Q3 | $364K | Buy |
+7,200
| New | +$364K | 0.07% | 116 |
|