Abacus Wealth Partners’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
2024
Q4
Sell
-13,458
Closed -$304K 99
2024
Q3
$304K Buy
+13,458
New +$304K 0.05% 67