Doyle Wealth Management’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
2019
Q3
Sell
-7,266
Closed -$85K 655
2019
Q2
$85K Buy
+7,266
New +$85K 0.01% 284
2019
Q1
Sell
-7,266
Closed -$72K 639
2018
Q4
$72K Buy
+7,266
New +$72K 0.01% 302