MGO Private Wealth’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 Q1	–	Sell	-71,874	Closed	-$1.08M	–	116
2022 Q4	$1.08M	Sell	71,874 -525	-0.7%	-$7.9K	0.49%	47
2022 Q3	$1.02M	Buy	+72,399	New	+$1.02M	0.49%	43