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

Concert Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell
2017 Q2	$525K	Sell
2017 Q1	$523K	Buy
2016 Q4	$467K	Buy
2016 Q3	$272K	Buy