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Lucia Wealth Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lucia Wealth Services’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$216K Sell
2,682
-344
-11% -$27.7K 0.05% 121
2020
Q2 		$224K Buy
+3,026
New +$224K 0.06% 118
2020
Q1 		– Sell
-2,682
Closed -$206K – 207
2019
Q4 		$206K Buy
+2,682
New +$206K 0.06% 115