Rikoon Group’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
2021
Q1
$206K Buy
+12,894
New +$206K 0.05% 227
2020
Q3
Sell
-18,900
Closed -$233K 219
2020
Q2
$233K Buy
+18,900
New +$233K 0.08% 193