Advance Capital 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
Q1
Sell
-16,944
Closed -$255K 113
2022
Q4
$255K Buy
16,944
+150
+0.9% +$2.26K 0.03% 92
2022
Q3
$237K Buy
+16,794
New +$237K 0.03% 75