Planning Center Inc’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 Q4	–	Sell	-15,456	Closed	-$350K	–	75
2024 Q3	$350K	Buy	15,456 +435	+3%	+$9.84K	0.04%	52
2024 Q2	$322K	Hold	15,021	–	–	0.04%	51
2024 Q1	$311K	Buy	+15,021	New	+$311K	0.07%	46