HC Financial Advisors’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
2022
Q2
$113K Sell
2022
Q1
$156K Sell
2021
Q4
$173K Buy
2021
Q3
$73K Sell
2021
Q2
$83K Sell
2021
Q1
$80K Hold
2020
Q4
$75K Hold
2020
Q3
$67K Hold
2020
Q2
$61K Hold
2020
Q1
$51K Buy