Simplicity Solutions’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$2.29M Sell
2023
Q3
$2.11M Sell
2023
Q2
$2.32M Buy
2023
Q1
$2.14M Buy
2019
Q2
Sell
2019
Q1
$1.95M Sell
2018
Q4
$2.78M Buy
2018
Q2
Sell
2018
Q1
$370K Buy
2017
Q4
$366K Buy