KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-184,488
Closed -$19.2M – 115
2021
Q2 		$19.2M Buy
184,488
+123,950
+205% +$12.9M 7.65% 2
2021
Q1 		$5.81M Buy
60,538
+48,375
+398% +$4.65M 3.05% 7
2020
Q4 		$1.11M Buy
+12,163
New +$1.11M 0.65% 38