Simplicity Wealth’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 Q3	–	Sell	-128,307	Closed	-$2.75M	–	1072
2024 Q2	$2.75M	Buy	128,307 +7,473	+6%	+$160K	0.06%	295
2024 Q1	$2.5M	Buy	+120,834	New	+$2.5M	0.06%	307