Madison Wealth Management’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
2023 Q3	$462K	Hold	27,405	–	–	0.1%	111
2023 Q2	$478K	Sell	27,405 -4,920	-15%	-$85.9K	0.1%	116
2023 Q1	$521K	Sell	32,325 -1,560	-5%	-$25.2K	0.11%	109
2022 Q4	$510K	Buy	+33,885	New	+$510K	0.12%	111