44 Wealth Management’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
2023
Q2
$432K Hold
24,738
0.15% 114
2023
Q1
$399K Sell
24,738
-1,437
-5% -$23.2K 0.14% 121
2022
Q4
$394K Buy
+26,175
New +$394K 0.14% 125