One Wealth Management Investment & Advisory Services’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 Q3	–	Sell	-40,095	Closed	-$859K	–	118
2024 Q2	$859K	Hold	40,095	–	–	0.34%	48
2024 Q1	$829K	Buy	40,095 +75	+0.2%	+$1.55K	0.34%	48
2023 Q4	$752K	Buy	+40,020	New	+$752K	0.34%	53