AWM
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Able Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Able Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-570
Closed -$32.2K – 483
2023
Q4 		$32.2K Buy
+570
New +$32.2K 0.03% 166