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Lebenthal Global Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lebenthal Global Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,304
Closed -$208K – 125
2023
Q1 		$208K Buy
+4,304
New +$208K 0.06% 107
2021
Q1 		– Sell
-16
Closed -$1K – 478
2020
Q4 		$1K Buy
+16
New +$1K ﹤0.01% 554