LeJeune Puetz Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$2.78M Buy
2022
Q4
$2.59M Buy
2022
Q3
$2.42M Buy
2022
Q2
$2.54M Sell
2022
Q1
$3.08M Sell
2021
Q4
$3.28M Buy
2021
Q3
$2.99M Sell
2021
Q2
$3.02M Sell
2021
Q1
$2.96M Sell
2020
Q4
$2.98M Sell
2020
Q3
$2.78M Sell
2020
Q2
$2.65M Sell
2020
Q1
$2.31M Sell
2019
Q4
$2.97M Sell
2019
Q3
$2.75M Buy
2019
Q2
$2.72M Buy
2019
Q1
$2.62M Buy
2018
Q4
$2.28M Sell
2018
Q3
$2.74M Sell
2018
Q2
$2.62M Buy
2018
Q1
$2.49M Buy
2017
Q4
$2.31M Sell
2017
Q3
$2.23M Sell
2017
Q2
$2.15M Sell
2017
Q1
$2.17M Buy
2016
Q4
$2.04M Buy