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

Dynasty Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-71,796
Closed -$763K – 92
2017
Q4 		$763K Buy
+71,796
New +$763K 1.32% 18