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Bradley & Co Private Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-978
Closed -$18.4K – 210
2023
Q4 		$18.4K Buy
+978
New +$18.4K 0.02% 100