Shone Asset 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
2020 Q4	$1.6M	Sell	106,902 -1,302	-1%	-$19.5K	1.24%	19
2020 Q3	$1.51M	Sell	108,204 -1,608	-1%	-$22.5K	1.35%	18
2020 Q2	$1.42M	Sell	109,812 -14,130	-11%	-$183K	1.41%	18
2020 Q1	$1.41M	Buy	+123,942	New	+$1.41M	1.67%	18