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

Affinity Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,928
Closed -$224K – 104
2023
Q4 		$224K Buy
+11,928
New +$224K 0.05% 92