The Family Firm’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
-4,962
Closed -$106K 725
2024
Q2
$106K Buy
+4,962
New +$106K 0.02% 264