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First Ascent Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Ascent Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-56,106
Closed -$2.53M – 71
2022
Q4 		$2.53M Buy
+56,106
New +$2.53M 0.39% 33