Blue Chip Wealth Management’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
2020
Q3
$298K Buy
22,212
+114
+0.5% +$1.53K 0.24% 82
2020
Q2
$273K Sell
22,098
-3,726
-14% -$46K 0.26% 75
2020
Q1
$264K Buy
25,824
+6,990
+37% +$71.5K 0.33% 72
2019
Q4
$241K Buy
+18,834
New +$241K 0.22% 93