Strategic Wealth Partners Group’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
Q1
Sell
-15,960
Closed -$204K 59
2019
Q4
$204K Buy
+15,960
New +$204K 0.05% 55
2018
Q3
Sell
-1,860
Closed -$20.1K 49
2018
Q2
$20.1K Hold
1,860
0.4% 23
2018
Q1
$19.6K Buy
+1,860
New +$19.6K 1.53% 19