Legacy Wealth Management (Mississippi)’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
2020 Q4	–	Sell	-57,000	Closed	-$766K	–	98
2020 Q3	$766K	Hold	57,000	–	–	0.53%	51
2020 Q2	$704K	Hold	57,000	–	–	0.54%	53
2020 Q1	$582K	Sell	57,000 -96,000	-63%	-$980K	0.54%	53
2019 Q4	$1.96M	Buy	+153,000	New	+$1.96M	1.71%	8