LWI
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Long Wharf Investors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Long Wharf Investors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		$275K Buy
35,250
+6,696
+23% +$52.2K 0.22% 127
2014
Q1 		$213K Buy
+28,554
New +$213K 0.18% 136