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CPA Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

CPA Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,587
Closed -$975K – 71
2022
Q4 		$975K Buy
+21,587
New +$975K 0.74% 27