SWA
SCHX icon

Sightline Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sightline Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,360
Closed -$200K – 85
2024
Q2 		$200K Buy
+9,360
New +$200K 0.12% 77