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Planned Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Planned Solutions’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,555
Closed -$106K – 539
2024
Q3 		$106K Buy
+1,555
New +$106K 0.04% 196
2024
Q1 		– Sell
-1,304
Closed -$73.5K – 468
2023
Q4 		$73.5K Buy
+1,304
New +$73.5K 0.03% 228