Integrated Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Integrated Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$712K	Buy
2016 Q4	$592K	Buy
2016 Q3	$350K	Sell
2016 Q2	$468K	Buy
2016 Q1	$412K	Buy
2015 Q4	$302K	Buy
2015 Q3	$233K	Buy
2015 Q2	$229K	Buy
2015 Q1	$146K	Buy