Planning Capital Management Corporation’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	$362K	Sell	16,008 -657	-4%	-$14.9K	0.24%	62
2024 Q2	$357K	Hold	16,665	–	–	0.25%	62
2024 Q1	$345K	Sell	16,665 -3,261	-16%	-$67.5K	0.25%	56
2023 Q4	$375K	Buy	+19,926	New	+$375K	0.29%	55