Moss Adams Wealth Advisors’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 Q4	–	Sell	-7,740	Closed	-$131K	–	163
2023 Q3	$131K	Buy	+7,740	New	+$131K	0.04%	100
2023 Q1	–	Sell	-339	Closed	-$5.1K	–	206
2022 Q4	$5.1K	Buy	+339	New	+$5.1K	﹤0.01%	150