Engrave Wealth Partners’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
2023 Q4	$6.59M	Sell	350,553 -6,948	-2%	-$131K	1.88%	14
2023 Q3	$6.03M	Sell	357,501 -3,231	-0.9%	-$54.5K	1.85%	15
2023 Q2	$6.3M	Sell	360,732 -4,365	-1%	-$76.2K	2%	13
2023 Q1	$5.82M	Sell	365,097 -2,145	-0.6%	-$34.2K	1.96%	13
2022 Q4	$5.67M	Buy	+367,242	New	+$5.67M	1.97%	14