VisionPoint Advisory Group’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
-21
Closed -$450 678
2024
Q2
$450 Buy
21
+6
+40% +$129 ﹤0.01% 744
2024
Q1
$310 Buy
+15
New +$310 ﹤0.01% 761