First Personal Financial Services’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
2024
Q3
$17K Buy
+750
New +$17K ﹤0.01% 273
2016
Q1
Sell
-408
Closed -$3K 388
2015
Q4
$3K Buy
+408
New +$3K ﹤0.01% 354