Madison Park Capital Advisors’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
2024 Q4	–	Sell	-18,339	Closed	-$415K	–	76
2024 Q3	$415K	Sell	18,339 -4,644	-20%	-$105K	0.31%	40
2024 Q2	$492K	Buy	22,983 +1,200	+6%	+$25.7K	0.41%	38
2024 Q1	$451K	Buy	21,783 +696	+3%	+$14.4K	0.39%	38
2023 Q4	$396K	Buy	+21,087	New	+$396K	0.38%	39