True Vision MN’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
-9,750
Closed -$209K 108
2024
Q2
$209K Buy
+9,750
New +$209K 0.14% 102
2024
Q1
Sell
-17,421
Closed -$328K 103
2023
Q4
$328K Buy
+17,421
New +$328K 0.26% 78