Sanctuary Wealth Management’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
2024
Q2
Sell
-69
Closed -$1.4K 299
2024
Q1
$1.4K Hold
69
﹤0.01% 220
2023
Q4
$1.27K Buy
69
+3
+5% +$55 ﹤0.01% 232
2023
Q3
$1.14K Buy
+66
New +$1.14K ﹤0.01% 227