Milestone 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
2022 Q3	$182K	Hold	12,918	–	–	0.2%	52
2022 Q2	$192K	Buy	12,918 +4,059	+46%	+$60.3K	0.2%	52
2022 Q1	$336K	Sell	8,859 -8,859	-50%	-$336K	0.27%	40
2021 Q4	$336K	Buy	+17,718	New	+$336K	0.27%	40