Owen LaRue’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
-13,203
Closed -$223K 83
2023
Q3
$223K Sell
13,203
-738
-5% -$12.4K 0.24% 62
2023
Q2
$244K Sell
13,941
-1,698
-11% -$29.7K 0.26% 63
2023
Q1
$236K Hold
15,639
0.26% 63
2022
Q4
$236K Buy
+15,639
New +$236K 0.26% 63