One 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 Q3	–	Sell	-11,667	Closed	-$204K	–	218
2023 Q2	$204K	Sell	11,667 -3,717	-24%	-$64.9K	0.04%	201
2023 Q1	$248K	Buy	+15,384	New	+$248K	0.06%	167