AllGen Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

AllGen Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$218K	Sell
2023 Q2	$247K	Sell
2023 Q1	$235K	Buy
2022 Q2	–	Sell
2022 Q1	$203K	Buy