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

Lucia Wealth Services’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$216K	Sell
2020 Q2	$224K	Buy
2020 Q1	–	Sell
2019 Q4	$206K	Buy