Mosaic Family Wealth’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
2021
Q4
$4.18M Sell
2021
Q3
$3.9M Buy
2021
Q2
$3.88M Buy
2021
Q1
$3.58M Sell
2020
Q4
$3.39M Buy