Householder Group Estate & Retirement Specialist’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
Sell
2024
Q3
$9K Buy
2024
Q2
$3K Hold
2024
Q1
$3.6K Hold
2023
Q4
$3K Hold
2023
Q3
$2.94K Buy
2023
Q1
$8K Buy
2022
Q4
Sell
2022
Q3
$2K Buy