TrueWealth LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$553K Buy
2020
Q1
$455K Buy
2019
Q4
$568K Sell
2019
Q3
$560K Buy
2019
Q2
$553K Buy
2019
Q1
$532K Buy
2018
Q4
$467K Sell
2018
Q3
$625K Buy
2018
Q2
$581K Hold
2018
Q1
$564K Buy
2017
Q4
$568K Buy