Berman Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Berman Capital 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
2021 Q3	$101K	Sell
2021 Q2	$144K	Sell
2021 Q1	$141K	Sell
2020 Q4	$137K	Buy
2019 Q3	–	Sell
2019 Q2	$27K	Hold
2019 Q1	$26K	Buy
2018 Q4	$23K	Buy