Impact Partnership Wealth’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
2023
Q4
Sell
-72
Closed -$1.21K 1060
2023
Q3
$1.21K Sell
72
-429
-86% -$7.23K ﹤0.01% 878
2023
Q2
$8.75K Buy
+501
New +$8.75K ﹤0.01% 435