Girard 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
Q2
Sell
-12,417
Closed -$200K 263
2023
Q1
$200K Buy
+12,417
New +$200K 0.02% 248
2022
Q2
Sell
-11,466
Closed -$205K 229
2022
Q1
$205K Hold
11,466
0.02% 222
2021
Q4
$217K Buy
+11,466
New +$217K 0.02% 219