1620 Investment Advisors’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
Sell
-444
Closed -$9.8K 710
2025
Q1
$9.8K Hold
444
0.01% 450
2024
Q4
$10.3K Hold
444
0.01% 451
2024
Q3
$10K Hold
444
0.01% 468
2024
Q2
$9.51K Buy
+444
New +$9.51K 0.01% 456