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True Link Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

True Link Financial Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$5K – 740
2021
Q1 		$5K Hold
50
– – ﹤0.01% 639
2020
Q4 		$5K Buy
+50
New +$5K ﹤0.01% 655