Landsberg Bennett & Dubbaneh’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
Q3
$643K Buy
36,642
+120
+0.3% +$2.11K 0.08% 159
2021
Q2
$633K Buy
36,522
+114
+0.3% +$1.98K 0.08% 159
2021
Q1
$590K Buy
36,408
+108
+0.3% +$1.75K 0.08% 155
2020
Q4
$550K Sell
36,300
-372
-1% -$5.64K 0.08% 140
2020
Q3
$489K Buy
+36,672
New +$489K 0.09% 140