Mustard Seed Financial’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
2024
Q4
Sell
-12,471
Closed -$282K 84
2024
Q3
$282K Buy
12,471
+69
+0.6% +$1.56K 0.23% 71
2024
Q2
$266K Hold
12,402
0.25% 70
2024
Q1
$257K Buy
12,402
+36
+0.3% +$745 0.26% 71
2023
Q4
$232K Buy
+12,366
New +$232K 0.26% 69