Hart & Patterson Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$14.7M Sell
2024
Q3
$15M Sell
2024
Q2
$14.8M Sell
2024
Q1
$14.5M Sell
2023
Q4
$26.2M Buy