WA
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Wambolt & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wambolt & Associates’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,841
Closed -$337K – 266
2023
Q1 		$337K Buy
+20,841
New +$337K 0.12% 201