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IAM Advisory’s Schwab US Large- Cap ETF SCHX Stock Holding History

IAM Advisory’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,904
Closed -$50K – 97
2021
Q2 		$50K Buy
+2,904
New +$50K 0.01% 39