Northwest Financial 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
2024 Q4	–	Sell	-1,956	Closed	-$44.3K	–	461
2024 Q3	$44.3K	Buy	+1,956	New	+$44.3K	0.04%	245
2024 Q1	–	Sell	-1,938	Closed	-$36.4K	–	444
2023 Q4	$36.4K	Buy	+1,938	New	+$36.4K	0.03%	243