Retirement Investment Advisors’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
2023 Q4	–	Sell	-16,260	Closed	-$274K	–	60
2023 Q3	$274K	Sell	16,260 -2,118	-12%	-$35.7K	0.03%	51
2023 Q2	$321K	Buy	+18,378	New	+$321K	0.04%	48
2023 Q1	–	Sell	-39,606	Closed	-$596K	–	68
2022 Q4	$596K	Buy	+39,606	New	+$596K	0.39%	32