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Custom Portfolio Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Custom Portfolio Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$14.9K Sell
231
-83
-26% -$5.35K 0.01% 154
2024
Q1 		$19.5K Hold
314
– – 0.02% 142
2023
Q4 		$17.7K Buy
+314
New +$17.7K 0.02% 143