Alera Investment Advisors’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
2019
Q2
Sell
-3,972
Closed -$45K 832
2019
Q1
$45K Buy
+3,972
New +$45K 0.02% 177