Engrave Wealth Partners’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
2023
Q4
$6.59M Sell
2023
Q3
$6.03M Sell
2023
Q2
$6.3M Sell
2023
Q1
$5.82M Sell
2022
Q4
$5.67M Buy