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Dowling & Yahnke’s Schwab US Large- Cap ETF SCHX Stock Holding History

Dowling & Yahnke’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-30,828
Closed -$364K – 384
2019
Q3 		$364K Buy
30,828
+10,680
+53% +$126K 0.03% 251
2019
Q2 		$236K Buy
+20,148
New +$236K 0.02% 273