Bruce G. Allen Investments’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
2024
Q4
Sell
-195
Closed -$4.41K 1141
2024
Q3
$4.41K Hold
195
﹤0.01% 597
2024
Q2
$4.18K Sell
195
-828
-81% -$17.7K ﹤0.01% 590
2024
Q1
$21.2K Buy
1,023
+3
+0.3% +$62 0.02% 369
2023
Q4
$19.2K Buy
+1,020
New +$19.2K 0.02% 378