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Beta Wealth Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beta Wealth Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		$389K Buy
52,170
+7,692
+17% +$57.4K 4.54% 7
2013
Q4 		$327K Buy
+44,478
New +$327K 4.14% 10