Steel Grove Capital Advisors’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
2019
Q2
Sell
-52,104
Closed -$587K 121
2019
Q1
$587K Buy
52,104
+294
+0.6% +$3.31K 0.38% 77
2018
Q4
$516K Sell
51,810
-7,242
-12% -$72.1K 0.07% 192
2018
Q3
$685K Buy
59,052
+798
+1% +$9.26K 0.1% 165
2018
Q2
$631K Buy
+58,254
New +$631K 0.1% 167