Intercontinental Wealth Advisors’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
2023
Q2
$283K Sell
2023
Q1
$327K Sell
2022
Q4
$325K Sell
2022
Q3
$309K Buy
2022
Q2
$320K Buy