Rollins Financial’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
$202K Buy
+10,758
New +$202K 0.04% 97
2023
Q1
Sell
-14,643
Closed -$220K 130
2022
Q4
$220K Buy
+14,643
New +$220K 0.08% 107