Hart & Patterson Financial Group’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 Q4	$14.7M	Sell	635,073 -28,809	-4%	-$668K	7.15%	2
2024 Q3	$15M	Sell	663,882 -25,074	-4%	-$567K	7.11%	2
2024 Q2	$14.8M	Sell	688,956 -13,578	-2%	-$291K	7.31%	2
2024 Q1	$14.5M	Sell	702,534 -690,936	-50%	-$14.3M	7.2%	2
2023 Q4	$26.2M	Buy	+1,393,470	New	+$26.2M	13.6%	1