Level Four Advisory Services’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
2023
Q2
Sell
-265,887
Closed -$4.29M 835
2023
Q1
$4.29M Sell
265,887
-126,786
-32% -$2.04M 0.28% 81
2022
Q4
$5.91M Buy
+392,673
New +$5.91M 0.44% 52