Institute for Wealth Management’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
2020 Q1	–	Sell	-8,712	Closed	-$112K	–	621
2019 Q4	$112K	Buy	+8,712	New	+$112K	0.03%	465