Appropriate Balance Financial Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Appropriate Balance Financial Services’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$31.3K	Buy
2017 Q2	$30.7K	Sell
2017 Q1	$31.6K	Sell
2016 Q4	$1.69M	Buy
2016 Q3	$881K	Sell
2016 Q2	$865K	Sell
2016 Q1	$866K	Buy
2015 Q4	$858K	Buy