Precision Wealth Strategies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$913K Buy
2024
Q1
$462K Sell
2023
Q4
$2.64M Sell
2023
Q3
$2.5M Buy
2021
Q3
Sell
2021
Q2
$2.88M Buy