Hoover Financial Advisors’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
2021
Q2
$129K Sell
7,458
-3,120
-29% -$54K 0.02% 176
2021
Q1
$177K Sell
10,578
-300
-3% -$5.02K 0.03% 136
2020
Q4
$167K Sell
10,878
-54
-0.5% -$829 0.04% 125
2020
Q3
$147K Buy
10,932
+36
+0.3% +$484 0.05% 109
2020
Q2
$135K Buy
+10,896
New +$135K 0.05% 116