IronBridge Private 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
2021
Q4
Sell
-258
Closed -$4K 325
2021
Q3
$4K Hold
258
﹤0.01% 224
2021
Q2
$4K Hold
258
﹤0.01% 230
2021
Q1
$4K Hold
258
﹤0.01% 232
2020
Q4
$4K Buy
+258
New +$4K ﹤0.01% 209