Journey Advisory Group’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
2022
Q1
Sell
-10,584
Closed -$201K 222
2021
Q4
$201K Buy
+10,584
New +$201K 0.06% 206
2021
Q2
Sell
-13,950
Closed -$223K 202
2021
Q1
$223K Sell
13,950
-54
-0.4% -$863 0.08% 181
2020
Q4
$212K Buy
+14,004
New +$212K 0.08% 174