True Wealth Design’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
2023 Q3	–	Sell	-612	Closed	-$10.7K	–	811
2023 Q2	$10.7K	Hold	612	–	–	﹤0.01%	210
2023 Q1	$9.87K	Buy	+612	New	+$9.87K	﹤0.01%	242