Choice Wealth Advisors’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
2022
Q2
Sell
-69,090
Closed -$1.23M 48
2022
Q1
$1.23M Sell
69,090
-16,212
-19% -$287K 0.97% 13
2021
Q4
$1.62M Buy
85,302
+43,980
+106% +$834K 1.19% 12
2021
Q3
$716K Buy
41,322
+3,342
+9% +$57.9K 0.58% 14
2021
Q2
$658K Buy
+37,980
New +$658K 0.47% 15