Relaxing Retirement Coach’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
2023 Q2	$8.54M	Sell	489,471 -3,813	-0.8%	-$63K	2.57%	10
2023 Q1	$7.95M	Sell	493,284 -4,101	-0.8%	-$64.5K	2.65%	10
2022 Q4	$7.49M	Sell	497,385 -543	-0.1%	-$8.22K	2.77%	8
2022 Q3	$7.02M	Sell	497,928 -8,874	-2%	-$139K	3.32%	9
2022 Q2	$7.54M	Sell	506,802 -16,476	-3%	-$267K	3.8%	8
2022 Q1	$9.39M	Buy	523,278 +78	+0%	+$1.38K	4.82%	6
2021 Q4	$9.92M	Sell	523,200 -4,716	-0.9%	-$87.1K	5.7%	4
2021 Q3	$9.15M	Sell	527,916 -6,732	-1%	-$120K	7.5%	2
2021 Q2	$9.26M	Sell	534,648 -5,712	-1%	-$96.4K	7.88%	2
2021 Q1	$8.65M	Sell	540,360 -30,150	-5%	-$472K	9.88%	1
2020 Q4	$8.65M	Sell	570,510 -922,014	-62%	-$13.2M	9.45%	1
2020 Q3	$20.1M	Buy	1,492,524 +577,008	+63%	+$7.67M	8.75%	1
2020 Q2	$11.3M	Sell	915,516 -153,186	-14%	-$1.79M	7.95%	1
2020 Q1	$10.9M	Sell	1,068,702 -509,154	-32%	-$6.18M	6.72%	1
2019 Q4	$20.2M	Sell	1,577,856 -49,452	-3%	-$606K	5.91%	2
2019 Q3	$19.2M	Sell	1,627,308 -44,358	-3%	-$523K	5.94%	2
2019 Q2	$19.5M	Sell	1,671,666 -75,108	-4%	-$863K	5.97%	2
2019 Q1	$19.7M	Sell	1,746,774 -16,392	-0.9%	-$178K	6.13%	2
2018 Q4	$17.5M	Sell	1,763,166 -38,142	-2%	-$409K	5.94%	2
2018 Q3	$20.9M	Sell	1,801,308 -79,080	-4%	-$899K	6.26%	2
2018 Q2	$20.4M	Buy	1,880,388 +104,202	+6%	+$1.12M	6.29%	2
2018 Q1	$18.7M	Buy	1,776,186 +171,444	+11%	+$1.86M	5.9%	3
2017 Q4	$17.1M	Buy	+1,604,742	New	+$16.6M	5.55%	1