Ancora Family Wealth 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
2016 Q3	$6.14M	Buy	713,268 +72,222	+11%	+$621K	2.09%	5
2016 Q2	$5.32M	Sell	641,046 -1,794	-0.3%	-$14.9K	2.01%	6
2016 Q1	$5.23M	Buy	642,840 +48,168	+8%	+$392K	2.13%	6
2015 Q4	$4.81M	Sell	594,672 -105,144	-15%	-$851K	2.06%	8
2015 Q3	$5.34M	Buy	+699,816	New	+$5.34M	2.22%	4