Moller Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
2018
Q1
$206K Sell
2017
Q4
$247K Sell
2017
Q3
$238K Sell
2017
Q2
$234K Sell
2017
Q1
$319K Sell
2016
Q4
$312K Buy
2016
Q3
$244K Sell
2016
Q2
$309K Buy
2016
Q1
Sell
2015
Q4
$345K Buy