Vawter Financial’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
Q4
Sell
-9,912
Closed -$224K 98
2024
Q3
$224K Hold
9,912
0.14% 84
2024
Q2
$212K Hold
9,912
0.15% 84
2024
Q1
$205K Buy
+9,912
New +$205K 0.15% 86