1NWS
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1 North Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

1 North Wealth Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		$5K Hold
420
– – ﹤0.01% 255
2019
Q3 		$5K Buy
+420
New +$5K ﹤0.01% 216
2019
Q1 		$5K Hold
420
– – ﹤0.01% 200
2018
Q4 		$4K Buy
+420
New +$4K ﹤0.01% 214