BT Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.35M Buy
2022
Q1
$1.63M Buy
2021
Q4
$1.71M Buy
2021
Q3
$237K Buy
2021
Q2
$229K Sell
2021
Q1
$316K Buy