Elm Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$236K Hold
2021
Q4
$250K Hold
2021
Q3
$228K Hold
2021
Q2
$228K Hold
2021
Q1
$211K Hold
2020
Q4
$200K Buy
2018
Q4
Sell
2018
Q3
$153K Buy