Gateway Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-21,477	Closed	-$362K	–	265
2023 Q3	$362K	Buy	21,477 +3,060	+17%	+$51.6K	0.07%	164
2023 Q2	$322K	Buy	+18,417	New	+$322K	0.06%	175