LifePlan Financial Group’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
2020
Q3
$93K Hold
2020
Q2
$86K Sell
2020
Q1
$81K Buy
2019
Q4
$102K Sell
2019
Q3
$154K Buy
2019
Q2
$93K Buy
2019
Q1
$88K Buy
2018
Q4
$76K Sell
2018
Q3
$95K Buy
2018
Q2
$78K Hold
2018
Q1
$75K Buy